# Rocky Mountain Development Council, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rocky-mountain-development-council-inc-810296458-001

> Rocky Mountain Development Council, INC.'s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rocky Mountain Development Council, INC.

- **Sponsor EIN:** 810296458

- **Sponsor Address:** PO BOX 1717, HELENA, MT, 596241717

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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.|

| 2024|119|$4.3M|$132,008|$134,718|

| 2023|120|$4.2M|$129,464|$146,138|

| 2022|119|$3.8M|$126,136|$154,585|

## 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|

| LPL|Investment Advisor|$11,277|—|$11,277|

| BIG SKY RETIREMENT|Recordkeeper|$8,974|—|$8,974|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,251

- **Estimated Expense Ratio:** 0.789% 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|$34,251|$11,277|—|$14,000|—|

| 2023|$34,411|$11,793|—|$12,900|—|

| 2022|$34,378|$10,177|—|—|$24,201|

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