Plan Snapshot
- Plan Sponsor: Rocky Mountain Investor Holdings, INC.
- Sponsor EIN: 831814347
- Sponsor Address: 6025 S. QUEBEC ST, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 46 | $1.1M | $0 | $475,295 |
| 2023 | 122 | $778,987 | $0 | $395,715 |
| 2022 | 58 | $344,529 | $0 | $213,150 |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
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 | $1,884 | $716 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |