Rocky Mountain College Defined Contribution Retirement Plan
Sponsored by Rocky Mountain College · EIN 810235407 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 244
- With balances
- 323
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel Nicolaus & Co | Investment advisory (plan) | $34,655 |
| Empower Advisory Group, Llc | Investment management | $158 |