Plan Snapshot
- Plan Sponsor: Columbia International University
- Sponsor EIN: 570352247
- Sponsor Address: 7435 MONTICELLO ROAD, COLUMBIA, SC, 29203
- Plan Type: DC
- Total Participants: 434
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 434 | $30.4M | $1.1M | $1.1M |
| 2023 | 416 | $26.7M | $1.1M | $1.0M |
| 2022 | 461 | $23.2M | $1.1M | $1.0M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $86,769 | — | $86,769 |
| CAPIN CROUSE, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,769
- Estimated Expense Ratio: 0.285% 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 | $86,769 | — | $86,769 | — | — |
| 2023 | $87,484 | — | $87,484 | — | — |
| 2022 | $90,834 | — | $90,834 | — | — |