Plan Ledger DOL Form 5500 · updated monthly

Rocky Mountain Investor Holdings, Inc.401(k)

ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Rocky Mountain Investor Holdings, Inc. reported $1,884 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,355th of 1,461), and 2,297th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,076,921
Participants with balances118
Active participants46
Employer contributions$0
Employee contributions$475,295
Employer contribution per active participant$0
Average account balance$9,126
Benefits paid to participants$279,517
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,168
Investment management$716
Total administrative$1,884
The Rocky Mountain Investor Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Rocky Mountain Investor Holdings, Inc.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$1,884 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Colorado
Arrow Moving & Storage CO$2.8M · 0.67%
Knowles Enterprises, LLC CO$2.0M · 1.00%
Quality Logistics LLC CO$824K · 1.64%
Dg Coleman Inc CO$766K · 0.60%
Transpro, Inc. CO$763K · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831814347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.