Plan Snapshot
- Plan Sponsor: Rolls Royce N.A. INC.
- Sponsor EIN: 541967187
- Sponsor Address: 1900 RESTON METRO PLAZA, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 4,335
- Total Assets: $1.9B
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 | 4,335 | $1.9B | $42.8M | $56.3M |
| 2023 | 4,389 | $1.7B | $40.0M | $53.0M |
| 2022 | 3,256 | $1.5B | $29.1M | $39.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $410,871 | — | $410,871 |
| FIDUCIENT ADVISORS LLC | OTHER SERVICES | $80,646 | — | $80,646 |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | $80,281 | — | $80,281 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $68,844 | — | $68,844 |
| PRICEWATERHOUSECOOPERS LLP | ACCOUNTANT/AUDITOR | $30,000 | — | $30,000 |
| ALIGHT SOLUTIONS LLC | CONSULTANT | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- WILLIS TOWERS WATSON US LLC — CONSULTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PRICEWATERHOUSECOOPERS LLP — ACCOUNTANT/AUDITOR
- ALIGHT SOLUTIONS LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $684,142
- Estimated Expense Ratio: 0.036% 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 | $688,710 | $410,871 | — | $30,000 | — |
| 2023 | $833,821 | $340,795 | — | $30,000 | — |
| 2022 | $818,184 | $262,521 | — | — | — |