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Original filing (PDF)20251015135956NAL0002410163001
ROLLS ROYCE N.A. INC.
Form 5500
FILING_RECEIVED
ROLLS ROYCE NORTH AMERICA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
99% in single holding6 service providers
Active participants
4,335
Accounts w/ balance
6,158
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest in Rolls-Royce North America 401(k) Savings Plan Master Trust Interest in Master Trust þ" is 99% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROLLS ROYCE N.A. INC..
Plan sponsor
Name
ROLLS ROYCE N.A. INC.
EIN
54-1967187
Address
1900 RESTON METRO PLAZA · SUITE 400 · RESTON, VA · 20190
Phone
(703) 621-2741
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $411K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $80K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | OTHER SERVICES | $81K | — |
Investments
1 direct security · 1 pooled fund· $1.9B(99% 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.
Master Trust
$1.9B
1 holding
Uncategorized
$14.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RRNA 401K SVGS PLAN MASTER TRUST ROLLS ROYCE CORPORATION · EIN 04-3603782 / PN 001 | Master Trust | — | — | $1.9B | 98.3% | |
| Notes receivable from participants at interest rates ranging from 3.25% to 8.50%, latest maturity May 26, 2032 Participant loans - | — | — | — | $14.5M | 0.8% |