# Rolls Royce N.A. INC. 401(k) Plan
Source: https://planprovider.pro/companies/rolls-royce-n-a-inc-401k-plan-002

> Rolls Royce N.A. INC.&#39;s 401(k) plan: 4,335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — ACCOUNTANT/AUDITOR

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rolls-royce-n-a-inc-401k-plan-002)

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