Plan Snapshot
- Plan Sponsor: Columbia Hospitality, INC.
- Sponsor EIN: 911712142
- Sponsor Address: 2200 ALASKAN WAY, SEATTLE, WA, 98121
- Plan Type: 401(k)
- Total Participants: 2,114
- Total Assets: $43.8M
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 | 2,114 | $43.8M | $3.6M | $6.6M |
| 2023 | 1,836 | $32.1M | $3.3M | $5.9M |
| 2022 | 1,980 | $20.3M | $1.3M | $2.8M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $184,761 | $3,052 | $187,813 |
| USI ADVISORS, INC | NONE | $43,098 | — | $43,098 |
| CHARLES SCHWAB | NONE | — | $15,929 | $15,929 |
| VISSE & COMPANY, CPA'S | NONE | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB — NONE
- VISSE & COMPANY, CPA'S — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,340
- Estimated Expense Ratio: 0.590% 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 | $239,545 | $43,098 | $184,947 | $11,500 | — |
| 2023 | $172,933 | $41,817 | $120,616 | $10,500 | — |
| 2022 | $135,920 | — | $135,920 | — | — |