Plan Ledger DOL Form 5500 · updated monthly

Rolls Royce N.A. Inc.401(k)

ROLLS ROYCE NORTH AMERICA 401(K) SAVINGS PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Rolls Royce N.A. Inc. reported $688,710 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $9,879 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 27th-largest of 2,266 plans among Virginia employers on file, and the 178th of 13,661 in manufacturing. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 3,256 to 4,335 since 2022.

Plan summary
Net assets, end of year$1,884,241,800
Participants with balances6,158
Active participants4,335
Employer contributions$42,824,067
Employee contributions$56,259,434
Employer contribution per active participant$9,879
Average account balance$305,983
Benefits paid to participants$198,735,545
Plan auditUnmodified (clean) audit opinion
AuditorPWC
Plan history3
Yearassets · accounts · employer contribution
2024$1.9B · 6,158 accts · $42.8M emplr
2023$1.7B · 6,290 accts · $40.0M emplr
2022$1.5B · 4,973 accts · $29.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,844
Investment management$410,871
Audit (IQPA)$30,000
Total administrative$688,710
The Rolls Royce N.A. Inc. 401(k) match · 2024
Employer contribution per active participant$9,879
Median for plans this size$5,259
2024$9,879 per active participant
2023$9,109 per active participant
2022$8,923 per active participant

Rolls Royce N.A. Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$410,871
FIDUCIENT ADVISORS LLC · Consulting$80,646
WILLIS TOWERS WATSON US LLC · Consulting$80,281
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,844
PRICEWATERHOUSECOOPERS LLP · Accounting / audit$30,000
ALIGHT SOLUTIONS LLC · Consulting$13,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$688,710 · 0.04%
2023$833,821 · 0.05%
2022$818,184 · 0.05%
Same employer
Similar plansManufacturing · Virginia
BAE Systems, Inc. VA$12.0B · 0.02%
Leonardo Drs, Inc. VA$1.3B · 0.13%
Verisign, Inc. VA$568.9M · 0.03%
Stihl Incorporated VA$398.3M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541967187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.