Plan Snapshot
- Plan Sponsor: Columbia Vantage House
- Sponsor EIN: 521533715
- Sponsor Address: 5400 VANTAGE POINT ROAD, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $4.5M
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 | 253 | $4.5M | $72,251 | $300,727 |
| 2023 | 203 | $3.7M | $65,070 | $261,931 |
| 2022 | 178 | $3.1M | $37,574 | $179,558 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,746 | $345 | — | — | — |
| 2023 | $14,931 | $391 | — | — | — |
| 2022 | $5,661 | — | $5,661 | — | — |