# Rocky Mountain Advisory, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rocky-mountain-advisory-llc-401k-plan

> Rocky Mountain Advisory, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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