Plan Snapshot
- Plan Sponsor: Rocky Mountain Institute
- Sponsor EIN: 742244146
- Sponsor Address: 2490 JUNCTION PLACE STE 200, BOULDER, CO, 803012167
- Plan Type: 403(b)
- Total Participants: 606
- Total Assets: $55.4M
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 | 606 | $55.4M | $3.2M | $6.3M |
| 2023 | 602 | $41.8M | $3.1M | $5.7M |
| 2022 | 545 | $28.9M | $2.4M | $4.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $193,966 | — | $193,966 | — | — |
| 2023 | $137,889 | — | $137,889 | — | — |
| 2022 | $120,458 | — | $120,458 | — | — |