Plan Snapshot
- Plan Sponsor: Columbia Helicopters, INC.
- Sponsor EIN: 930462482
- Sponsor Address: P.O. BOX 3500, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $89.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 480 | $89.0M | $858,499 | $3.5M |
| 2023 | 472 | $88.9M | $902,928 | $3.5M |
| 2022 | 498 | $88.1M | $0 | $3.6M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | PLAN ADMINISTRATOR | $32,500 | — | $32,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,066 | — | $27,066 |
| DELAP | ACCOUNTANT/AUDITOR | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — PLAN ADMINISTRATOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- DELAP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,566
- Estimated Expense Ratio: 0.094% 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 | $59,632 | $27,066 | — | $24,000 | — |
| 2023 | $91,073 | $36,263 | — | — | — |
| 2022 | $127,922 | $50,425 | — | — | — |