AUMdb

Rocky Mountain Development Council Retirement Plan And Trust

Sponsored by Rocky Mountain Development Council, Inc. · EIN 810296458 · Plan #001 · Helena, MT

Total assets
$4.3M
Net assets
$4.3M
Active participants
119
With balances
153

Plan year beginning 07/01/2024 · 401(k)

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
Kcoe Isom, Llp Accounting $14,000
Lpl Distribution (12b-1) fees $11,277
Big Sky Retirement Contract administrator $8,974