AUMdb

Rolls Royce North America 401(k) Savings Plan

Sponsored by Rolls Royce N.A. Inc. · EIN 541967187 · Plan #002

Total assets
$1.9B
Net assets
$1.9B
Active participants
4,335
With balances
6,158

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
Strategic Advisors, Inc. Investment advisory (plan) $410,871
Fiducient Advisors Llc Consulting (general), Other fees $80,646
Willis Towers Watson Us Llc Consulting (general), Other fees $80,281
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $68,844
Pricewaterhousecoopers Llp Accounting $30,000
Alight Solutions Llc Consulting (general) $13,500