Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
ROCKY MOUNTAIN REP AGENCY, LLC
EIN 27-2375636oil & energyLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 7 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#001
ROCKY MOUNTAIN REP AGENCY, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$882K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROCKY MOUNTAIN REP AGENCY, LLC 401(K) PROFIT-SHARING PLAN AND TRUST
401k
Assets$359K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKY MOUNTAIN REP AGENCY, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $882K | 3 | 2025 | |
| 002 | ROCKY MOUNTAIN REP AGENCY, LLC 401(K) PROFIT-SHARING PLAN AND TRUST | 401k | $359K | 4 | 2025 |
Retirement plans