· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROYAL ADMINISTRATION SERVICES, INC. — ROYAL ADMINISTRATION SERVICES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008113335NAL0003236131001
ROYAL ADMINISTRATION SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
ROYAL ADMINISTRATION SERVICES 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
22
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROYAL ADMINISTRATION SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
ROYAL ADMINISTRATION SERVICES, INC.
EIN
04-3515205
Address
51 MILL STREET · BLDG F · HANOVER, MA · 023391641
Phone
(800) 871-0467
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
HAWSER MARINE SERVICES, LLC
HAWSER MARINE SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
NMA INC
NMA INC 401K PLAN
$1.6M · 28 participants
BUDD AGENCY, INC.
BUDD AGENCY, INC. EMPLOYEE 401(K) PLAN
$1.6M · 4 participants
KEN PHELPS INSURANCE
KEN PHELPS INSURANCE 401(K) PLAN
$1.6M · 12 participants
AVRIL HABETZ ENTERPRISE, LLC
NORTHWESTERN MUTUAL OF LOUISIANA AND MISSISSIPPI 401(K) PLAN
$1.6M · 20 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CURTIS INSURANCE AGENCY, INC.
CURTIS INSURANCE AGENCY, INC. 401(K) PLAN
$1.6M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
