Plan Snapshot
- Plan Sponsor: Coho Distributing LLC Dba Columbia Distributing
- Sponsor EIN: 262863088
- Sponsor Address: 27200 SW PARKWAY AVE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 1,776
- Total Assets: $225.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,776 | $225.0M | $3.6M | $8.7M |
| 2023 | 1,766 | $203.7M | $3.4M | $8.3M |
| 2022 | 1,766 | $179.0M | $3.4M | $8.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $360,965 | — | — | — | — |
| 2023 | $298,709 | — | — | — | — |
| 2022 | $262,520 | — | — | — | — |