Original filing (PDF)20251009112805NAL0010852960001

ROCKY MOUNTAIN MUTUAL HOUSING

Name: ROCKY MOUNTAIN MUTUAL HOUSING — SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF ROCKY MOUNTAIN MUTUAL HOUSING ASSOCIATION, INC., Form 5500 (2024)
Creator: ROCKY MOUNTAIN MUTUAL HOUSING

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF ROCKY MOUNTAIN MUTUAL HOUSING ASSOCIATION, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKY MOUNTAIN MUTUAL HOUSING.

Plan sponsor

Name

ROCKY MOUNTAIN MUTUAL HOUSING

EIN

84-1196155

Address

225 E 16TH AVE STE 600 · DENVER, CO · 802031620

Phone

(303) 863-8651

Industry

Other Services (ex. Public Admin)see 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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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