· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROYALWOOD ASSOCIATES, INC. — ROYALWOOD ASSOCIATES, INC. 401(K) PLAN & PROFIT SHARING TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918142136NAL0001640160001
ROYALWOOD ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
ROYALWOOD ASSOCIATES, INC. 401(K) PLAN & PROFIT SHARING TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
8
Plan assets (EOY)
$783K
Net assets (EOY)
$783K
Plan health score (directional)
86
/ 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
ROYALWOOD ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
ROYALWOOD ASSOCIATES, INC.
EIN
56-1496913
Address
PO BOX 91145 · RALEIGH, NC · 276751145
Phone
(919) 741-7795
Industry
Construction
see 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 Construction plans
SYMAN, LLC
SYMAN, LLC 401(K) PLAN
$783K · 42 participants
AMERICAN ASPHALT & CONCRETE INC.
AMERICAN ASPHALT & CONCRETE INC. 401(K) PROFIT SHARING PLAN AND TRUST
$783K · 41 participants
TEMPE CRANE, INC.
TEMPE CRANE, INC. 401(K) PROFIT SHARING PLAN
$782K · 19 participants
LANDOLOGY INC
LANDOLOGY INC 401K PLAN
$782K · 17 participants
EPHRAIM, INC.
EPHRAIM, INC. 401(K) PLAN
$782K · 28 participants
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
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.
PAPER AND DUST PROS, INC.
PAPER AND DUST PROS, INC. 401K PLAN
$782K · 14 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
