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Original filing (PDF)20251015080154NAL0004296801001
TRANSDIGM INC.
Form 5500
FILING_RECEIVED
TRANSDIGM INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,035
Accounts w/ balance
12,507
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
29 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSDIGM INC..
Plan sponsor
Name
TRANSDIGM INC.
EIN
34-1750032
Address
1350 EUCLID AVE., SUITE 1600 · CLEVELAND, OH · 44115
Phone
(216) 706-2960
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $464K | — |
| KP LYNCH CPA | — | EAST AURORA, NY | NONE | $20K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $464 | — |
Investments
17 direct securities · 29 pooled funds· $1.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$739.3M
17 holdings
Common Collective Trust
$680.9M
27 holdings
Pooled Separate Account
$65.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAGIC Diversified Bond II Guaranteed Interest Account N/A | — | — | — | $201.9M | 13.8% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $199.2M | 13.6% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $138.8M | 9.5% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $88.7M | 6.1% | |
| Vanguard Growth Index Fund Mutual Fund N/A | — | — | — | $85.7M | 5.9% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $79.4M | 5.4% | |
| AB US LARGE CAP GROWTH CIT GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $77.0M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $74.1M | 5.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $52.6M | 3.6% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $47.8M | 3.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $44.5M | 3.0% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $43.6M | 3.0% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $42.1M | 2.9% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | — | — | — | $40.1M | 2.7% | |
| Fidelity US Bond Index Fund Mutual Fund N/A | — | — | — | $33.4M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $29.0M | 2.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $23.4M | 1.6% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $23.3M | 1.6% | |
| Vanguard Targt Retirement Inc Common Collective Trust N/A | — | — | — | $23.3M | 1.6% | |
| Baird Core Plus Bond Instl Mutual Fund N/A | — | — | — | $19.7M | 1.3% | |
| BlackRock Mid-Cap Gr Eq Fd Mutual Fund N/A | — | — | — | $19.7M | 1.3% | |
| Participant loans (interest at 3.25% to 10.50%) N/A | — | — | — | $18.5M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.2% | |
| Fidelity Total Intl Index Fd Mutual Fund N/A | — | — | — | $16.5M | 1.1% | |
| Vanguard Intl Growth Fd Mutual Fund N/A | — | — | — | $13.0M | 0.9% | |
| MFS Mid Cap Value Fund Mutual Fund N/A | — | — | — | $9.6M | 0.7% | |
| Vanguard Explorer Fund Mutual Fund N/A | — | — | — | $7.9M | 0.5% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.5% | |
| American Beacon Sm Cap Val Fd Mutual Fund N/A | — | — | — | $3.8M | 0.3% | |
| Schwab SDB Self directed account N/A | — | — | — | $3.5M | 0.2% | |
| VANGUARD TARGET RETIRE INCOME&GRWTH VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $954K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $498K | <0.1% | |
| Schwab SDB Roth Self directed account N/A | — | — | — | $124K | <0.1% | |
| VG TARGET RET INC TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CL R2 AST WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TR INCOME AND GROWTH TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6432239 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |