Plan Snapshot
- Plan Sponsor: Rocky Mountain College, LLC Dba Rocky Mountain College Of Art + Design
- Sponsor EIN: 264058816
- Sponsor Address: 1600 PIERCE STREET, LAKEWOOD, CO, 80214
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 266 | $6.2M | $306,058 | $603,322 |
| 2023 | 279 | $4.8M | $270,145 | $528,950 |
| 2022 | 218 | $4.0M | $256,068 | $529,897 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $31,833 | — | $31,833 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $13,554 | — | $13,554 |
| THE RETIREMENT ADVANTAGE INC | Other Service Provider | $11,233 | — | $11,233 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,620
- Estimated Expense Ratio: 0.909% of plan assets
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 | $56,784 | $31,833 | $11,233 | — | — |
| 2023 | $41,205 | $24,874 | $5,122 | — | — |
| 2022 | $56,291 | $24,430 | $6,040 | — | $13,050 |