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Original filing (PDF)20250402155450NAL0008857793001
ROYCE GEOSPATIAL CONSULTANTS INC.
Form 5500
FILING_RECEIVED
ROYCE GEOSPATIAL CONSULTANTS 401K
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
173
Accounts w/ balance
157
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROYCE GEOSPATIAL CONSULTANTS INC..
Plan sponsor
Name
ROYCE GEOSPATIAL CONSULTANTS INC.
EIN
47-2416792
Address
4001 N. FAIRFAX DRIVE, SUITE 201 · ARLINGTON, VA · 22203
Phone
(703) 861-0727
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
SIDE BY SIDE FINANCIALS, INC.
EIN
27-3232902
City
LAWRENCEVILLE, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-02
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
24 direct securities · 3 pooled funds· $12.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.7M
24 holdings
Pooled Separate Account
$1.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $1.6M | 12.8% | |
| Fidelity Management & Research Fidelity International Index Fund | — | — | — | $1.3M | 10.0% | |
| Fidelity Management & Research Fidelity Adv Growth Opp Z Fund | — | — | — | $1.2M | 9.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.2M | 9.5% | |
| MFS Investment Management MFS Research International R6 Fund | — | — | — | $1.2M | 8.9% | |
| Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $1.1M | 8.5% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | — | — | — | $794K | 6.2% | |
| JP Morgan Investment Management Inc. JP Morgan Core Bond R6 Fund | — | — | — | $722K | 5.6% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | — | — | — | $619K | 4.8% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | — | — | — | $597K | 4.6% | |
| Victory Capital Management Victory Sycamore Est. Value R6 Fund | — | — | — | $410K | 3.2% | |
| American Cenury Inv. Mgmt American Century Small Cap Calue R6 Fund | — | — | — | $396K | 3.1% | |
| Franklin Templeton Investments Frankilin Small Cap Growth R6 Fund | — | — | — | $378K | 2.9% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund | — | — | — | $373K | 2.9% | |
| Artisan Mutual Funds Artisan Mid Cap Instl Fund | — | — | — | $353K | 2.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $251K | 1.9% | |
| Dimensional Fund Advisors DFA Inflt. Protected Sec I Fund | — | — | — | $136K | 1.1% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund | — | — | — | $69K | 0.5% | |
| Fidelity Management & Research Fidelity Advisor International Growth Z Fund | — | — | — | $58K | 0.5% | |
| Charles Schwab Investment Management Schwab Fdm Intl Equity Index Fund | — | — | — | $34K | 0.3% | |
| Cohen & Steers Mutual Funds Cohen & Seers Real Estate Sec Z Fund | — | — | — | $21K | 0.2% | |
| Macquarie Emerging Markets R6 | — | — | — | $13K | 0.1% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | — | $13K | 0.1% | |
| LA Capital Management/Victory Mid Cap Value I Sep Acct+ | — | — | — | $5K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Fidelity Management & Research Fidelity Advisors Str. Inc. Z Fund | — | — | — | $5K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
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