Plan Snapshot
- Plan Sponsor: Columbia Industries, LLC
- Sponsor EIN: 930633181
- Sponsor Address: 101 AIRPORT RD, STARKVILLE, MS, 39759
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 155
- Total Assets: $10.6M
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. |
|---|---|---|---|---|
| 2025 | 155 | $10.6M | $0 | $0 |
| 2024 | 81 | $9.1M | $194,273 | $325,035 |
| 2023 | 79 | $8.6M | $217,155 | $415,126 |
| 2022 | 97 | $7.3M | $295,829 | $418,619 |
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 | Other Service Provider | $25,597 | $3,022 | $28,619 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Other Service Provider | $9,486 | — | $9,486 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,105
- Estimated Expense Ratio: 0.361% 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 |
|---|---|---|---|---|---|
| 2025 | $620,498 | — | $35,083 | — | — |
| 2024 | $35,826 | — | $35,826 | — | — |
| 2023 | $20,879 | $3,681 | $17,198 | — | — |
| 2022 | $30,277 | — | $30,277 | — | — |