Rocky Mountain Institute Tax Sheltered Annuity Plan
Sponsored by Rocky Mountain Institute · EIN 742244146 · Plan #001
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 606
- With balances
- 764
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 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 | $193,966 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |