Rolls Royce North America 401(K) Savings Plan — Form 5500 plan (Rolls Royce N.A. Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rolls Royce North America 401(K) Savings Plan is a benefit plan reported by Rolls Royce N.A. Inc. under EIN 54-1967187 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,061 participants and $1,704,488,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolls Royce N.A. Inc.
- EIN
- 54-1967187
- Plan number
- 002
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 5,061
- End-of-year plan assets
- $1,704,488,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,061 | H, C | 20241015191211NAL0015301747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,704,488,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,704,488,816
- Net assets (BOY)
- $1,474,733,797
Income & contributions
- Employer contributions
- $39,979,753
- Participant contributions
- $53,018,139
- Total contributions
- $100,809,545
- Total income / additions
- $384,972,167
Expenses & distributions
- Benefits paid
- $152,923,975
- Administrative expenses
- $833,821
- Total expenses
- $153,780,803
- Net increase / (decrease)
- $231,191,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $340,795 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $235,718 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | OTHER SERVICES | $98,430 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $66,464 | not reported in the loaded dataset | 2023 |
| Hunton Andrews Kurth Llp | CONSULTANT | $54,914 | not reported in the loaded dataset | 2023 |
| Pwc | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | CONSULTANT | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rolls Royce N.A. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Hunton Andrews Kurth Llp — Schedule C compensation
- Pwc — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation