Plan Snapshot
- Plan Sponsor: Rolls-Royce Corporation
- Sponsor EIN: 351899021
- Sponsor Address: 1900 RESTON METRO PLAZA, RESTON, VA, 20190
- Plan Type: DB
- Total Participants: 623
- Total Assets: $358.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 623 | $358.2M | $5.5M | $0 |
| 2023 | 644 | $373.6M | $0 | $0 |
| 2022 | 705 | $360.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| LEGAL AND GENERAL INVESTMENT MGMT | Other Service Provider | $747,502 | — | $747,502 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $172,312 | $336 | $172,648 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $145,206 | — | $145,206 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $30,000 | — | $30,000 |
| HUNTON ANDREWS KURTH LLP | ERISA Attorney | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- HUNTON ANDREWS KURTH LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,104,106
- Estimated Expense Ratio: 0.308% 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 | $1,387,458 | $747,502 | — | $30,000 | — |
| 2023 | $817,014 | $296,315 | — | $60,000 | — |
| 2022 | $990,790 | $259,532 | — | — | $502,460 |