Plan5500

2023 Form 5500 filing — Rolls Royce North America 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015191211NAL0015301747001) for Rolls Royce North America 401(K) Savings Plan, reported by Rolls Royce N.A. Inc. under EIN 54-1967187 and plan number 002. It reports 5,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015191211NAL0015301747001
Filing year
2023
Form type
2
Plan sponsor
Rolls Royce N.A. Inc.
EIN
54-1967187
Plan number
002
Location
Reston, VA
Participants
5,061
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,704,488,816
Total liabilities (EOY)
$0
Net assets (EOY)
$1,704,488,816
Employer contributions
$39,979,753
Participant contributions
$53,018,139
Total income / additions
$384,972,167
Benefits paid
$152,923,975
Administrative expenses
$833,821
Total expenses
$153,780,803
Net increase / (decrease)
$231,191,364
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$340,795not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$235,718not reported in the loaded dataset
Willis Towers Watson Us LLCOTHER SERVICES$98,430not reported in the loaded dataset
Fiducient Advisors LLCCONSULTANT$66,464not reported in the loaded dataset
Hunton Andrews Kurth LlpCONSULTANT$54,914not reported in the loaded dataset
PwcACCOUNTANT/AUDITOR$30,000not reported in the loaded dataset
Alight Solutions LLCCONSULTANT$7,500not reported in the loaded dataset

Related Form 5500 pages