Employers › Texas Instruments › plan 017
Recordkeeping fees per participant · TI 401(k) Savings Plan · plan year 2024
$77.03
Higher than 97% of the 790 plans over $1B that report it.
= $95,128 / 1,235
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250620100845NAL0009482690001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620100845NAL0009482690001, received 2025-06-20
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-20.
Administrative expenses excluding investment management, per participant
$229.66
Higher than 99% of the 1,045 plans over $1B that report it.
= $283,629 / 1,235
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250620100845NAL0009482690001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620100845NAL0009482690001, received 2025-06-20
Administrative expenses per participant
$425.21
Higher than 99% of the 1,076 plans over $1B that report it.
= $525,131 / 1,235
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620100845NAL0009482690001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620100845NAL0009482690001, received 2025-06-20
Administrative expenses as a share of assets
0.048%
Higher than 52% of the 1,076 plans over $1B that report it.
= $525,131 / $1,089,656,391
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620100845NAL0009482690001, received 2025-06-20
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250620100845NAL0009482690001, received 2025-06-20
Employer contributions per participant
$977
Higher than 5% of the 1,135 plans over $1B that report it.
= $1,206,007 / 1,235
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620100845NAL0009482690001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620100845NAL0009482690001, received 2025-06-20
Employer share of total contributions
13.6%
Higher than 4% of the 1,135 plans over $1B that report it.
= $1,206,007 / $8,858,608
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620100845NAL0009482690001, received 2025-06-20
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250620100845NAL0009482690001, received 2025-06-20
99.8% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($425.21 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250620100845NAL0009482690001, received 2025-06-20
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TEXAS INSTRUMENTS INCORPORATED | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Plan name | TI 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Sponsor EIN / plan number | 75-0289970 / 017 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Industry (business code) | 335900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Filing received | 2025-06-20 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Participants, beginning of year | 1,346 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Active participants | 426 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Participants, end of year | 1,239 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Participants with an account balance | 1,235 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total assets, beginning of year | $1,042,797,211 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total assets, end of year | $1,089,656,391 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Net assets, end of year | $1,089,498,268 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total income | $165,303,363 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Net income | $46,878,335 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Employer contributions | $1,206,007 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Participant contributions | $7,336,410 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Other contributions (incl. rollovers) | $316,191 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total contributions | $8,858,608 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Benefit payments | $115,849,288 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total expenses (incl. benefit payments) | $118,425,028 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Total administrative expenses | $525,131 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Contract administrator fees | $66,242 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Recordkeeping fees | $95,128 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| IQPA audit fees | $97,259 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Investment advisory and management fees | $241,502 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Administrative expenses excluding investment management | $283,629 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Held in master trusts | $1,087,890,233 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250620100845NAL0009482690001, received 2025-06-20 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250620100845NAL0009482690001, received 2025-06-20 |
Position = column in the DOL layout for form year 2024. Filing 20250620100845NAL0009482690001, received 2025-06-20.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $137,413 | no |
| BLACKROCK INST. TRUST CO. N.A. | NONE | 21 Trustee (bank, trust company or similar); 24 Trustee (discretionary); 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $104,089 | yes |
| ERNST & YOUNG LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $97,259 | no |
| NORTHERN TRUST COMPANY | TRUSTEE | 21 Trustee (bank, trust company or similar); 24 Trustee (discretionary); 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $95,128 | yes |
| FIDELITY INV. INST. OPS. CO., INC.recordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 37 Participant loan processing; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $66,242 | yes |
| WILLIAM M. MERCER INC. | NONE | 16 Consulting (general); 50 Direct payment from the plan | $25,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250620100845NAL0009482690001, received 2025-06-20.
TEXAS INST INC DC PLAN MASTER TRUST (EIN 223208002, PN 001): plan interest $1,087,890,233, 11.9% of the trust. The trust's own filing (20250620100751NAL0002270323001, received 2025-06-20) reports net assets $9,170,734,661, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,042,797,211 | $1,089,656,391 | 4.5% |
| Participants with a balance | 1,346 | 1,235 | -8.2% |
| Administrative expenses | $463,102 | $525,131 | 13.4% |
| Recordkeeping fees per participant | $80.93 | $77.03 | -4.8% |
| Employer contributions | $1,331,089 | $1,206,007 | -9.4% |
Prior filing 20240627100600NAL0010915025001, received 2024-06-27; the plan years are contiguous.