Plan Snapshot
- Plan Sponsor: Columbia Country Club
- Sponsor EIN: 520278100
- Sponsor Address: 7900 CONNECTICUT AVENUE, CHEVY CHASE, MD, 20815
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 214 | $12.2M | $454,643 | $390,465 |
| 2023 | 202 | $11.0M | $417,539 | $362,604 |
| 2022 | 183 | $10.2M | $397,517 | $369,335 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $55,909 | — | $55,909 |
| UBS FINANCIAL SERVICES, INC | Investment Advisor | — | $22,270 | $22,270 |
| ORENDA RETIREMENT LLC | Recordkeeper | $6,897 | $7,578 | $14,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,654
- Estimated Expense Ratio: 0.759% 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 | $62,804 | — | $62,804 | — | — |
| 2023 | $56,811 | — | $56,811 | — | — |
| 2022 | $54,771 | — | $54,771 | — | — |