Back to filter
Original filing (PDF)20251007180120NAL0004919745001
ROCKY MOUNTAIN SUPPLY, INC.
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
Defined-contribution retirement plan
Active participants
96
Accounts w/ balance
178
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKY MOUNTAIN SUPPLY, INC..
Plan sponsor
Name
ROCKY MOUNTAIN SUPPLY, INC.
EIN
81-0527798
Address
210 GALLATIN FARMERS AVE. · BELGRADE, MT · 59714
Phone
(406) 388-8814
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $21K | — |
Investments
18 direct securities · 1 pooled fund· $4.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.5M
18 holdings
Common Collective Trust
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $1.1M | 24.6% | |
| Vanguard Total International Stock Index | — | — | — | $1.0M | 22.6% | |
| Vanguard Small Cap Index Institutional | — | — | — | $683K | 15.0% | |
| PIMCO Total Return Fund Instl Class | — | — | — | $444K | 9.8% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $420K | 9.2% | |
| Galliard Stable Asset | — | — | — | $397K | 8.7% | |
| Vanguard International Growth Admiral Class | — | — | — | $81K | 1.8% | |
| Vanguard Wellington Admiral Shares | — | — | — | $70K | 1.5% | |
| Vanguard Inflation-Protected Secs I | — | — | — | $67K | 1.5% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $54K | 1.2% | |
| Participants Participant Loans Rates from 8.75% to 9.50% | — | — | — | $46K | 1.0% | |
| Vanguard Windsor II Admiral Shares | — | — | — | $41K | 0.9% | |
| MainStay Large Cap Growth R6 | — | — | — | $39K | 0.8% | |
| JP Morgan Mid Cap Value R6 | — | — | — | $23K | 0.5% | |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $18K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $11K | 0.2% | |
| Allspring Special Small Cap Value Institutional | — | — | — | $7K | 0.2% | |
| Dodge & Cox International Stock X | — | — | — | $2K | <0.1% | |
| Artisan International Institutional | — | — | — | $1K | <0.1% |
Related plans
Other plans using MILLIMAN, INC.
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
$16.9B · 115,036 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
MID-COUNTY COOP
CO-OP 401(K) PLAN
$4.6M · 46 participants
NEEDY TILE LLC
NEEDY TILE 401(K) PROFIT SHARING PLAN
$4.5M · 14 participants
GERMAINS SEED TECHNOLOGY, INC.
GERMAINS SEED TECHNOLOGY, INC. 401 (K) PROFIT SHARING PLAN
$4.6M · 56 participants
BURTCH SEED COMPANY, INC.
BURTCH SEED COMPANY 401 K PLAN
$4.6M · 15 participants
ILLINOIS CORN MARKETING BOARD
ILLINOIS CORN MARKETING BOARD 401(K) RETIREMENT SAVINGS PLAN
$4.5M · 23 participants
FARMERS UNION OIL COMPANY
CO-OP 401(K) PLAN
$4.6M · 98 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants