# Columbia Helicopters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/columbia-helicopters-inc-401k-plan

> Columbia Helicopters, INC.'s 401(k) plan: 480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — PLAN ADMINISTRATOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

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