How big is Rocky Mountain Microfinance Institute's plan?

Rocky Mountain Microfinance Institute's plan reported $661K in assets and 14 participants for 2025.

Original filing (PDF)20260513153640NAL0015467474001

Rocky Mountain Microfinance Institute

Name: Rocky Mountain Microfinance Institute — Rocky Mounta, Form 5500 (2025)
Creator: Rocky Mountain Microfinance Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rocky Mountain Microfinance Institute 401(k) Plan

401(k) retirement plan · Rocky Mountain Microfinance Institute's Rocky Mountain Microfinance Institute 401(k) Plan held $661K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$661K

Net assets (EOY)

$661K

People on this filing

Jessica Sveen signed Rocky Mountain Microfinance Institute's 2025 Form 5500 as plan administrator.

Jessica Sveen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rocky Mountain Microfinance Institute's EIN is 26-3218152.

EIN 26-3218152

Plan number 001

Plan year 2025

ACK ID 20260513153640NAL0015467474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rocky Mountain Microfinance Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rocky Mountain Microfinance Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKY MOUNTAIN MICROFINANCE INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score