Plan Snapshot
- Plan Sponsor: Rocky Mountain Atv, INC.
- Sponsor EIN: 870463073
- Sponsor Address: 1551 WEST AMERICAN WAY, PAYSON, UT, 84651
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $13.9M
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 | 459 | $13.9M | $387,456 | $779,265 |
| 2023 | 454 | $11.5M | $357,772 | $733,435 |
| 2022 | 428 | $9.1M | $328,380 | $664,730 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GILBERT & STEWART CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $104,783 | $31,620 | $65,988 | — | — |
| 2023 | $83,877 | $25,282 | $52,845 | — | — |
| 2022 | $76,173 | — | — | — | $76,173 |