Rocky Mountain Human Services Retirement Plan
Sponsored by Rocky Mountain Human Services · EIN 841182143 · Plan #003
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 694
- With balances
- 851
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $66,284 |
| Morgan Stanley Wealth Managemnt | Investment advisory (plan), Direct payment from the plan | $63,535 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $61,728 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |