How big is Mountain Capital Partners, LLC's plan?

Mountain Capital Partners, LLC's plan reported $10.3M in assets and 510 participants for 2024.

Original filing (PDF)20251015105818NAL0002178771001

Mountain Capital Partners, LLC

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

Form 5500

FILING_RECEIVED

Mountain Capital Partners 401(k) Plan

401(k) retirement plan · Mountain Capital Partners, LLC's Mountain Capital Partners 401(k) Plan held $10.3M in plan assets for 510 participants in 2024, with Voya as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

510

Accounts w/ balance

311

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

IAN Phillippi signed Mountain Capital Partners, LLC's 2024 Form 5500 as plan administrator.

IAN Phillippi — 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 Capital Partners, LLC's EIN is 81-1696286.

EIN 81-1696286

Plan number 001

Plan year 2024

ACK ID 20251015105818NAL0002178771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

MOUNTAIN CAPITAL PARTNERS, LLC

EIN

all filings

Address

PO BOX 17000 · DURANGO, CO · 81302

Phone

(970) 385-2161

Industry

Arts, Entertainment, Recreation

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$2K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MOSS ADAMS LLP	91-0189318	—	AUDITOR	$20K	—

Investments

38 direct securities · 1 pooled fund· $19.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$9.7M

1 holding

Pooled Separate Accounts

$9.6M

34 holdings

Other securities

$573K

1 holding

Common Stocks

$108K

1 holding

Participant loans

$28K

1 holding

Mutual Funds

$4K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$9.7M	94.1%
MFS Growth Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$1.5M	14.9%
JPMorgan US Equity Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	10.5%
Vangrd Trgt Retire 2045 Fd Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	10.3%
Vangrd 500 Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$608K	5.9%
Vangrd Trgt Retire 2050 Fd Pooled separate account	Pooled Separate Accounts	—	—	$589K	5.7%
Voya fixed account Voya general account	Other securities	—	—	$573K	5.6%
Vangrd Trgt Retire 2055 Fd Pooled separate account	Pooled Separate Accounts	—	—	$509K	5.0%
Vangrd Trgt Retire 2060 Fd Pooled separate account	Pooled Separate Accounts	—	—	$493K	4.8%
Inv Discovery MCp Grw F R6 Pooled separate account	Pooled Separate Accounts	—	—	$409K	4.0%
Vangrd Trgt Retire 2030 Fd Pooled separate account	Pooled Separate Accounts	—	—	$407K	4.0%
Vangrd Trgt Retire 2035 Fd Pooled separate account	Pooled Separate Accounts	—	—	$378K	3.7%
Vangrd Trgt Retire 2040 Fd Pooled separate account	Pooled Separate Accounts	—	—	$370K	3.6%
Hartford Schrdrs Intl Stck SDR Pooled separate account	Pooled Separate Accounts	—	—	$359K	3.5%
Vangrd Mid-Cap Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$238K	2.3%
Putnam Small Cap Growth Fnd R6 Pooled separate account	Pooled Separate Accounts	—	—	$236K	2.3%
Vangrd Trgt Retire 2065 Fd Pooled separate account	Pooled Separate Accounts	—	—	$189K	1.8%
PGIM High Yield Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$171K	1.7%
Vangrd Trgt Retire 2025 Fd Pooled separate account	Pooled Separate Accounts	—	—	$162K	1.6%
Vangrd Small-Cap Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$160K	1.6%
(Held at End of Year) MOUNTAIN CAPITAL PARTNERS 401(K) PLAN EIN#47-2950419 Plan# 001 Vangrd Trgt Retire 2020 Fd Registered Investment Company	Common Stocks	—	—	$108K	1.1%
Vangrd Balanced Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$106K	1.0%
Vangrd Em Mkts Stk Ind Fd Adm Pooled separate account	Pooled Separate Accounts	—	—	$90K	0.9%
Vangrd Tot Int Stk In F Adm Pooled separate account	Pooled Separate Accounts	—	—	$84K	0.8%
American Funds Am Balanced R6 Pooled separate account	Pooled Separate Accounts	—	—	$84K	0.8%
Voya Intermediate Bond Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$78K	0.8%
Vangrd Tot Bd Mkt Ind Fd Adm Pooled separate account	Pooled Separate Accounts	—	—	$35K	0.3%
Cohen&Steers Real Est S Fd Z Pooled separate account	Pooled Separate Accounts	—	—	$35K	0.3%
First Eagle Global Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$32K	0.3%
Participant loans maturities through February 2028	Participant loans	—	—	$28K	0.3%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.2%
PIMCO Real Return Fund Ins Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.2%
Putnam Lrg Cp Val Fd - Cl R6 Pooled separate account	Pooled Separate Accounts	—	—	$13K	0.1%
PIMCO CmdtyRlRtn Strat Fnd Ins Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
Vangrd Trgt Retire Inc Fd Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
Vangrd Trgt Retire 2070 Fd Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
Columbia Sel Mid Cap Value I3 Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Lord Abbett Bd Debenture Fd R6 Registered Investment Company	Mutual Funds	—	—	$4K	<0.1%
Franklin Sm Cap Value Fnd R6 Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%