Plan Snapshot
- Plan Sponsor: Columbia Ventures Corporation
- Sponsor EIN: 911427151
- Sponsor Address: 3500 SE COLUMBIA WAY, VANCOUVER, WA, 98661
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 26 | $8.9M | $203,370 | $903,319 |
| 2023 | 250 | $11.0M | $252,104 | $1.0M |
| 2022 | 293 | $9.3M | $303,795 | $1.1M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $42,016 | — | $42,016 |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | NONE | $23,310 | — | $23,310 |
| DOUGALL CONRADIE LLC | NONE | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ONEDIGITAL INVESTMENT ADVISORS, LLC — NONE
- DOUGALL CONRADIE LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,326
- Estimated Expense Ratio: 0.832% 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 | $75,991 | $23,310 | $42,018 | $10,663 | — |
| 2023 | $63,103 | $20,094 | $33,509 | $9,500 | — |
| 2022 | $44,677 | — | $44,677 | — | — |