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Original filing (PDF)20251015133721NAL0006438032001
ROLLS ROYCE N.A. INC.
Form 5500
FILING_RECEIVED
ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES
401(k) retirement plan
Signals · 1
94% in single holding
Active participants
109
Accounts w/ balance
135
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
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 Engine Services Master Trust Interest in Master Trust þ" is 94% of plan.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
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
95-2742753
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
015
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
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
2 direct securities · 1 pooled fund· $21.9M(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
$11.3M
2 holdings
Master Trust
$10.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest in Rolls-Royce North America Engine Services Master Trust Interest in Master Trust þ | — | — | — | $10.6M | 93.8% | |
| RRNA 401K SVGS PLAN MASTER TRUST ROLLS ROYCE CORPORATION · EIN 04-3603782 / PN 001 | Master Trust | — | — | $10.6M | 93.8% | |
| Notes receivable from participants at interest rates ranging from 3.25% to 8.50%, latest maturity December 20, 2029 Participant loans - | — | — | — | $695K | 6.2% |
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