Plan Snapshot
- Plan Sponsor: Rocky Mountain Elk Foundation, INC.
- Sponsor EIN: 810421425
- Sponsor Address: 5705 GRANT CREEK ROAD, MISSOULA, MT, 59808
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $29.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 145 | $29.8M | $535,718 | $999,822 |
| 2023 | 148 | $26.7M | $498,891 | $962,671 |
| 2022 | 138 | $23.2M | $465,912 | $927,566 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
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 | $69,989 | — | — | — | — |
| 2023 | $63,218 | — | — | — | — |
| 2022 | $68,984 | — | $68,984 | — | — |