AUMdb

Rolls Royce Engine Services Retirement Savings Plan For Union Hourly Employees

Sponsored by Rolls Royce N.A. Inc. · EIN 952742753 · Plan #015

Total assets
$11.3M
Net assets
$11.3M
Active participants
109
With balances
135

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,403
Strategic Advisors, Inc. Investment advisory (plan) $7,909