How big is Mountain West Consulting, LLC's plan?

Mountain West Consulting, LLC's plan reported $1.6M in assets and 37 participants for 2024.

Original filing (PDF)20250606094729NAL0009079203004

Mountain West Consulting, LLC

Name: Mountain West Consulting, LLC — Mountain West, Form 5500 (2024)
Creator: Mountain West Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain West Consulting 401(k) Plan

401(k) retirement plan · Mountain West Consulting, LLC's Mountain West Consulting 401(k) Plan held $1.6M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kelly Lynne Schartz signed Mountain West Consulting, LLC's 2024 Form 5500 as plan administrator.

Kelly Lynne Schartz — 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

Mountain West Consulting, LLC's EIN is 26-4706579.

EIN 26-4706579

Plan number 001

Plan year 2024

ACK ID 20250606094729NAL0009079203004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mountain West Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain West Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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