Plan Snapshot
- Plan Sponsor: Rolls-Royce Corporation
- Sponsor EIN: 351899021
- Sponsor Address: 1900 RESTON METRO PLAZA, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 836
- Total Assets: $239.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 836 | $239.2M | $1.4M | $7.3M |
| 2023 | 872 | $220.6M | $1.3M | $7.7M |
| 2022 | 939 | $200.9M | $1.1M | $7.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PWC | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PWC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.013% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $157,018 | $44,316 | — | $30,000 | — |
| 2023 | $95,700 | $32,358 | — | — | — |
| 2022 | $83,661 | $25,196 | — | — | — |