Assets by plan
Share of aggregate retirement assets
- LLC 401K PSP (#001)$302K
Filings through .
Rocky Mountain West Insurance LLC
EIN 20-2106493insuranceLatest filing 2025
Plans
2
Retirement
2
$951K assets
Health & Benefits
0
Participants
45
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $951K assets / 45 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROCKY MOUNTAIN WEST INSURANCE LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$649K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROCKY MOUNTAIN WEST INSURANCE LLC 401K PSP
401(k)
Assets$302K
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROCKY MOUNTAIN WEST INSURANCE LLC CASH BALANCE PENSION PLAN | Cash balance | $649K | 11 | 2025 |
| #001 | ROCKY MOUNTAIN WEST INSURANCE LLC 401K PSP | 401(k) | $302K | 34 | 2025 |
- #002 · Cash balance · 202511
- #001 · 401(k) · 202534
Retirement plans