Original filing (PDF)20251011145149NAL0008983889001

ROYCE MANAGEMENT, INC.

Name: ROYCE MANAGEMENT, INC. — ROYCE MANAGEMENT, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ROYCE MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

ROYCE MANAGEMENT, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROYCE MANAGEMENT, INC..

Plan sponsor

Name

ROYCE MANAGEMENT, INC.

EIN

47-5209953

Address

P.O. BOX 122 · HOLMDEL, NJ · 07733

Phone

(732) 796-8249

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

IZUSHIN CORPORATION

IZUSHIN CORPORATION CASH BALANCE PENSION PLAN & TRUST

$4.3M · 5 participants

LEGENDARY SVS, LLC

LEGENDARY SVS, LLC 401(K) PLAN

$4.2M · 207 participants

THE PLANK COMPANIES, INC.

THE PLANK COMPANIES, INC. EMPLOYEE SAVINGS PLAN

$4.3M · 113 participants

KASPAROV INTERNATIONAL MANAGEMENT - NEW YORK INC.

KASPAROV INTERNATIONAL MANAGEMENT - NEW YORK INC. DEFINED BENEFIT PENSION PLAN & TRUST

$4.3M · 3 participants

21ST CENTURY PERSONNEL, LLC