Plan Snapshot
- Plan Sponsor: Columbia Construction Company
- Sponsor EIN: 041196435
- Sponsor Address: 100 RIVERPARK DRIVE, NORTH READING, MA, 01864
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $53.0M
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 | 215 | $53.0M | $894,174 | $3.0M |
| 2023 | 205 | $44.7M | $780,174 | $2.7M |
| 2022 | 195 | $36.4M | $687,139 | $2.3M |
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 |
|---|---|---|---|---|
| LIVINGSTON & HAYNES P.C. | 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 | $19,621 | — | $16,231 | — | — |
| 2023 | $18,898 | — | $15,238 | — | — |
| 2022 | $24,479 | $6,250 | $18,229 | — | — |