Plan Snapshot
- Plan Sponsor: Rocky Mountain Advisory, LLC
- Sponsor EIN: 271539411
- Sponsor Address: 15 W SOUTH TEMPLE, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $821,730 | $216,991 | $147,789 |
| 2022 | 10 | $2.5M | $232,151 | $92,494 |