# Columbia Banking System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/columbia-banking-system-inc-401k-plan-001

> Columbia Banking System, INC.'s 401(k) plan: 4,695 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Columbia Banking System, INC.

- **Sponsor EIN:** 911422237

- **Sponsor Address:** 1301 A STREET, TACOMA, WA, 98402

- **Plan Type:** 401(k)

- **Total Participants:** 4,695

- **Total Assets:** $761.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|4,695|$761.3M|$12.4M|$37.1M|

| 2023|4,927|$695.3M|$12.1M|$31.8M|

| 2022|3,606|$396.1M|$10.6M|$29.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$459,782|—|$459,782|

| HIGHLAND CAPITAL ADVISORS, LLC|CONSULTANT|$75,000|—|$75,000|

| DELAP LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DELAP LLP](https://planprovider.pro/provider/delap-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $534,782

- **Estimated Expense Ratio:** 0.070% of plan assets

### 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|$534,681|—|$2,100|—|—|

| 2023|$342,352|—|$600|—|—|

| 2022|$381,356|—|—|—|—|

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