Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
ROCKY MOUNTAIN WEST INSURANCE LLC
EIN 20-2106493insuranceLatest filing 2025
Plans
2
Retirement
2
$737K assets
Welfare
0
Participants
44
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $737K assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROCKY MOUNTAIN WEST INSURANCE LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$435K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROCKY MOUNTAIN WEST INSURANCE LLC 401K PSP
401k
Assets$302K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCKY MOUNTAIN WEST INSURANCE LLC CASH BALANCE PENSION PLAN | CashBalance | $435K | 10 | 2024 | |
| 001 | ROCKY MOUNTAIN WEST INSURANCE LLC 401K PSP | 401k | $302K | 34 | 2025 |
Retirement plans