Plan Ledger DOL Form 5500 · updated monthly

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

ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Rolls Royce N.A. Inc. reported $16,780 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $6,733 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 1 year on file its reported administrative ratio rose from 0.15% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Virginia (1,374th of 2,266), and 8,259th of 13,661 in manufacturing. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,278,205
Participants with balances135
Active participants109
Employer contributions$733,909
Employee contributions$645,494
Employer contribution per active participant$6,733
Average account balance$83,542
Benefits paid to participants$1,828,080
Plan auditUnmodified (clean) audit opinion
AuditorPWC
Plan history2
Yearassets · accounts · employer contribution
2024$11.3M · 135 accts · $734K emplr
2023$9.9M · 136 accts · $676K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,403
Investment management$7,909
Total administrative$16,780
The Rolls Royce N.A. Inc. 401(k) match · 2024
Employer contribution per active participant$6,733
Median for plans this size$2,416
2024$6,733 per active participant
2023$6,205 per active participant

Rolls Royce N.A. Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,403
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,909

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

Administrative cost history2
2024$16,780 · 0.16%
2023$13,340 · 0.15%
Similar plansManufacturing · Virginia
Monoflo International, Inc. VA$12.5M · 0.08%
Ross Industries, Inc. VA$11.9M · 0.24%
Aip-Cas Holdings, LLC VA$11.5M · 0.43%
Shickel Corporation VA$11.4M · 0.41%
Paramont Mfg LLC VA$11.3M · 0.30%
Drake Extrusion Inc. VA$11.0M · 0.10%
Global Technical Systems VA$10.9M · 0.67%
Pre Con, Inc. VA$10.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952742753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.