# Rocky Mountain Elk Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rocky-mountain-elk-foundation-inc-401k-plan

> Rocky Mountain Elk Foundation, INC.'s 401(k) plan: 145 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 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](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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