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Original filing (PDF)20251013132102NAL0002981346001
ROYAL TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
ROYAL TECHNOLOGIES CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
99% in single holding99% employer stockNo recordkeeper disclosed
Active participants
1,064
Accounts w/ balance
1,503
Plan assets (EOY)
$134.0M
Net assets (EOY)
$134.0M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Royal Technologies Royal Technologies Corporation Corporation common stock; 468,628 shares" is 99% of plan.
- 99% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROYAL TECHNOLOGIES CORPORATION.
Plan sponsor
Name
ROYAL TECHNOLOGIES CORPORATION
EIN
38-2726351
Address
3765 QUINCY STREET · HUDSONVILLE, MI · 49426
Phone
(616) 669-3393
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 direct securities· $129.8M(97% of reported assets)
Uncategorized
$129.7M
8 holdings
Mutual Funds
$139K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Royal Technologies Royal Technologies Corporation common stock; 468,628 shares | — | — | $43.8M | $129.0M | 96.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | $245K | $302K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | $166K | $226K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Mutual Funds | — | $138K | $139K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | $58K | $70K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | $44K | $52K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | $17K | $35K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | $5K | $5K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | $3K | $4K | <0.1% |
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