Plan Snapshot
- Plan Sponsor: Columbia Care Services INC
- Sponsor EIN: 810609831
- Sponsor Address: 3587 HEATHROW WAY, MEDFORD, OR, 975044004
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $12.0M
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 | 522 | $12.0M | $571,050 | $797,459 |
| 2023 | 548 | $10.5M | $597,216 | $792,738 |
| 2022 | 553 | $8.3M | $569,492 | $728,682 |
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 |
|---|---|---|---|---|
| ISLER MEDFORD, LLC | Auditor | — | — | $0 |
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 | $98,224 | $98,224 | — | — | — |
| 2023 | $78,069 | $78,069 | — | — | — |
| 2022 | $63,029 | $63,029 | — | — | — |