Roaring Fork, Llc 401(k) Plan: Login, Facts & Contact Information

Roaring Fork, Llc 401(k) Plan Facts

Plan name
ROARING FORK, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROARING FORK LLC
Participants
65 (53 active employees)
Plan assets
$1,657,993 at Dec 31, 2024
Average account balance
$24,382 across 68 accounts
Employer contributions
$46,991 in plan year 2024 (19% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $251,484 went into the plan in contributions, $46,991 of it from the employer (19%).
  • $88,838 was paid out to participants.
  • Investment and other income added $184,492.

How the Roaring Fork, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019605$1.13 million$34,399$240,498
2020430$1.33 million$34,157$113,303
2021387$1.52 million$29,462$131,260
2022327$1.23 million$26,610$170,127
2023272$1.35 million$39,971$270,861
202465$1.66 million$46,991$88,838

Roaring Fork, Llc 401(k) Contact Information

Phone
414-962-4200
Mailing address
6737 W. WASHINGTON ST., STE 3440, WEST ALLIS WI 53214
Plan sponsor
ROARING FORK LLC
Employer identification number (EIN)
39-1917008
Plan number
001

Questions about the Roaring Fork, Llc 401(k)

Does Roaring Fork, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $46,991, 19% of all contributions.

Does the Roaring Fork, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Roaring Fork, Llc 401(k) plan?

65 participants at the start of plan year 2024, 53 of them active employees.

What is the average 401(k) balance at Roaring Fork, Llc?

About $24,382 per account: $1.66 million in plan assets across 68 accounts with a balance at the end of plan year 2024.

Who manages the Roaring Fork, Llc 401(k) accounts?

Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Roaring Fork, Llc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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