Becky Bennett signed Rocky Mountain ELK Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocky Mountain ELK Foundation, Inc.'s EIN is 81-0421425.
Download the official 2024 Form 5500 (PDF) for Rocky Mountain ELK Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocky Mountain ELK Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.6M | 12.2% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $3.3M | 10.9% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $3.2M | 10.8% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $3.1M | 10.5% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $3.1M | 10.3% | |
| Empower Insurance Contract | Other securities | — | — | $2.0M | 6.8% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $1.7M | 5.6% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.5M | 4.9% | |
| T. Rowe Price Retirement 2015 I 132 T. Rowe Price Retirement 2020 I | Other securities | — | — | $1.2M | 4.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.1M | 3.8% | |
| DoubleLine Floating Rate N | Bonds / Notes | — | — | $727K | 2.4% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $652K | 2.2% | |
| Dodge & Cox Income - I | Mutual Funds | — | — | $633K | 2.1% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $615K | 2.1% | |
| Federated Hermes Institutional High Yield Bond IS | Other securities | — | — | $496K | 1.7% | |
| Invesco Oppenheimer International Growth R6 | Mutual Funds | — | — | $413K | 1.4% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $393K | 1.3% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $376K | 1.3% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $339K | 1.1% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | — | $260K | 0.9% | |
| First Eagle Global A | Other securities | — | — | $243K | 0.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $237K | 0.8% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $167K | 0.6% | |
| Participant Loans * Participants Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $140K | 0.5% | |
| Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $100K | 0.3% | |
| DoubleLine Core Fixed Income I | Other securities | — | — | $68K | 0.2% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $61K | 0.2% | |
| DFA Global Real Estate Securities Port | Mutual Funds | — | — | $30K | 0.1% | |
| DFA Commodity Strategy I | Mutual Funds | — | — | $17K | <0.1% | |
| Templeton Global Bond R6 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
