Rocky Mountain Human Services 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Rocky Mountain Human Services
  • Sponsor EIN: 841182143
  • Sponsor Address: 9900 E ILIFF AVE, DENVER, CO, 802313462
  • Plan Type: 403(b)
  • Total Participants: 694
  • Total Assets: $26.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025694$26.9M$0$0
2024562$24.0M$0$0
2023560$21.5M$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
KUNDINGER, CORDER & MONTOYA, P.C.Auditor$0

Verified Provider Profiles

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

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
2025$127,995$61,711$66,284
2024$102,360$42,302$60,058
2023$97,940$46,815$51,125

Similar Plans