Rocky Vista University, LLC 401(K) Retirement Plan — Form 5500 plan (Rocky Vista University, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rocky Vista University, LLC 401(K) Retirement Plan is a benefit plan reported by Rocky Vista University, LLC under EIN 20-4761077 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $22,112,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Vista University, LLC
- EIN
- 20-4761077
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $22,112,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241010081224NAL0020680705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,112,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,112,377
- Net assets (BOY)
- $17,357,422
Income & contributions
- Employer contributions
- $1,599,486
- Participant contributions
- $2,336,837
- Total contributions
- $4,219,721
- Total income / additions
- $7,068,676
Expenses & distributions
- Benefits paid
- $2,245,119
- Administrative expenses
- $68,602
- Total expenses
- $2,313,721
- Net increase / (decrease)
- $4,754,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stadion Money Management | NONE | $42,811 | not reported in the loaded dataset | 2023 |
| Symphona | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Expand Financial | NONE | $9,390 | not reported in the loaded dataset | 2023 |
| United Of Omaha | INVESTMENT COMPANY | $2,650 | $0 | 2023 |
| Mutual Of Omaha | INVESTMENT COMPANY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rocky Vista University, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Stadion Money Management — Schedule C compensation
- Symphona — Schedule C compensation
- Expand Financial — Schedule C compensation
- United Of Omaha — Schedule C compensation
- Mutual Of Omaha — Schedule C compensation