Plan Snapshot
- Plan Sponsor: Columbia Machine, INC.
- Sponsor EIN: 910600653
- Sponsor Address: 107 GRAND BOULEVARD, VANCOUVER, WA, 98661
- Plan Type: 401(k)
- Total Participants: 581
- Total Assets: $104.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 581 | $104.2M | $2.2M | $4.3M |
| 2023 | 597 | $95.9M | $2.4M | $4.4M |
| 2022 | 602 | $83.6M | $2.1M | $3.8M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $99,938 | — | $99,938 |
| RETIREMENT CONSULTING GROUP, INC. | NONE | $63,200 | — | $63,200 |
| CHARLES SCHWAB TRUST BANK | NONE | $33,876 | — | $33,876 |
| JONES & ROTH, P.C. | Auditor | $13,150 | — | $13,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,164
- Estimated Expense Ratio: 0.202% 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 | $210,339 | $63,200 | — | $13,150 | — |
| 2023 | $179,841 | $62,400 | — | — | — |
| 2022 | $183,511 | — | — | — | $183,511 |