Nancy Stokes signed Rocky Mountain Human Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocky Mountain Human Services' EIN is 84-1182143.
Download the official 2024 Form 5500 (PDF) for Rocky Mountain Human Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocky Mountain Human Services' plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1049 Nuveen Asset Management Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | — | $3.8M | 14.0% | |
| 1050 Nuveen Asset Management Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | — | $3.7M | 13.7% | |
| 1051 Nuveen Asset Management Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | — | $2.8M | 10.6% | |
| 1046 Nuveen Asset Management Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | — | $2.7M | 10.0% | |
| 1047 Nuveen Asset Management Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | — | $2.0M | 7.6% | |
| 1055 Vanguard Group Vanguard 500 Index Admiral FD | Common Collective Trusts | — | — | $1.9M | 7.1% | |
| 1048 Nuveen Asset Management Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | — | $1.7M | 6.4% | |
| 1052 Nuveen Asset Management Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | — | $1.7M | 6.3% | |
| 1045 Nuveen Asset Management Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | — | $1.3M | 4.7% | |
| 1066 John Hancock Advisors John Hancock Bond R6 Fund | Other securities | — | — | $562K | 2.1% | |
| 1065 Nuveen Asset Management Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | — | $546K | 2.0% | |
| 1044 Nuveen Asset Management Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | — | $439K | 1.6% | |
| 1060 Vanguard Group Vanguard Mid Cap Index ADM FD | Mutual Funds | — | — | $343K | 1.3% | |
| 1067 American Century Inv. Mgmt. American Century Ultra R6 Fund | Other securities | — | — | $339K | 1.3% | |
| 1040 Capital Research and Mgmt. Co. AMER Funds AMER BAL R6 FD | Common Stocks | — | — | $312K | 1.2% | |
| 1069 MFS Investment Management MFS Intl Diversification R6 Fund | Mutual Funds | — | — | $273K | 1.0% | |
| 1061 Vanguard Group Vanguard SM Cap Index ADM Fund | Mutual Funds | — | — | $225K | 0.8% | |
| Participant Loans, 7.50%-10.50% interest | Bonds / Notes | — | — | $213K | 0.8% | |
| 1037 Dimensional Fund Advisors DFA INFL Protected SEC I Fund | Mutual Funds | — | — | $203K | 0.8% | |
| 1072 Putnam Investments Putnam Large Cap Growth R6 Fd | Mutual Funds | — | — | $137K | 0.5% | |
| 1064 The American Funds American Fds New World R6 Fd | Mutual Funds | — | — | $136K | 0.5% | |
| 1056 Eagle Financial Services, Inc. Carillon Eagle MidCapGwth R6 FD | Common Stocks | — | — | $127K | 0.5% | |
| 1070 Thornburg Mutual Funds Thornburg Strat Income R6 Fund | Other securities | — | — | $122K | 0.5% | |
| 1038 PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $80K | 0.3% | |
| 1042 Nuveen Asset Management Nuveen Lifecycl Index 2010 R6 620 1043 Nuveen Asset Management Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | — | $71K | 0.3% | |
| 1062 Wells Fargo Wells Fargo SP MD CP VAL R6 FD | Other securities | — | — | $63K | 0.2% | |
| 1059 Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $60K | 0.2% | |
| 1057 Cohen & Steers Cohen & Steers I Realty SH FD | Other securities | — | — | $53K | 0.2% | |
| 1041 Nuveen Asset Management Nuveen Lifecycl Index Ret Inc R | Mutual Funds | — | — | $15K | <0.1% | |
| 1071 Putnam Investments Putnam SM Cap Growth R6 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| 1068 Parnassus Investments Parnassus Core Equity I Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMNT | — | DENVER, CO | INVESTMENT ADVISORY | $64K | — |
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $62K | — |
