Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan
Sponsored by Rocky Mountain Elk Foundation, Inc. · EIN 810421425 · Plan #002
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 145
- With balances
- 193
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $69,989 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |