Plan Snapshot
- Plan Sponsor: Columbia Sportswear Company
- Sponsor EIN: 930498284
- Sponsor Address: 14375 NW SCIENCE PARK DRIVE, PORTLAND, OR, 972295418
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5,705
- Total Assets: $540.0M
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 | 5,705 | $540.0M | $0 | $0 |
| 2024 | 4,412 | $462.1M | $14.9M | $26.1M |
| 2023 | 4,420 | $397.0M | $15.6M | $26.8M |
| 2022 | 4,299 | $321.1M | $13.3M | $22.8M |
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 | Other Service Provider | $355,832 | — | $355,832 |
| MULTNOMAH INVESTMENT GROUP | Other Service Provider | $67,349 | — | $67,349 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $109 | $47,113 | $47,222 |
| MOSS ADAMS LLP | Other Service Provider | $21,000 | — | $21,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $491,403
- Estimated Expense Ratio: 0.091% 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 | $48,118,300 | — | — | $21,000 | — |
| 2024 | $432,337 | — | $22,050 | — | — |
| 2023 | $459,850 | $64,500 | $373,004 | $22,050 | — |
| 2022 | $471,674 | — | — | — | $471,674 |