Plan Snapshot
- Plan Sponsor: Rocky Mountain Development Council, INC.
- Sponsor EIN: 810296458
- Sponsor Address: PO BOX 1717, HELENA, MT, 596241717
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $4.3M
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. |
|---|---|---|---|---|
| 2025 | 119 | $4.3M | $0 | $0 |
| 2024 | 120 | $4.2M | $0 | $0 |
| 2023 | 119 | $3.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.323% 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 |
|---|---|---|---|---|---|
| 2025 | $34,251 | $11,277 | — | $14,000 | — |
| 2024 | $34,411 | $11,793 | — | $12,900 | — |
| 2023 | $34,378 | $10,177 | — | — | $24,201 |