# Columbia Vantage House 401(k) Plan
Source: https://planprovider.pro/companies/columbia-vantage-house-corporation-401k-plan

> Columbia Vantage House's 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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