Rocky Mountain Health Care Services 403(b) Plan
Sponsored by Rocky Mountain Health Care Services · EIN 840765729 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 439
- With balances
- 766
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $64,322 |
| Waverly Advisors | Investment advisory (plan), Direct payment from the plan | $48,572 |
| Rainsberger Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $13,445 |