Plan Snapshot
- Plan Sponsor: Columbia Wellness
- Sponsor EIN: 910598130
- Sponsor Address: 921 14TH AVENUE, LONGVIEW, WA, 98632
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $5.7M
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 | 150 | $5.7M | $554,363 | $375,550 |
| 2023 | 161 | $4.7M | $539,786 | $362,226 |
| 2022 | 142 | $3.7M | $462,153 | $356,222 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $27,450 | — | $27,450 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $18,135 | — | $18,135 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,585
- Estimated Expense Ratio: 0.799% 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 | $45,585 | $18,135 | — | — | — |
| 2023 | $37,884 | $14,188 | — | — | — |
| 2022 | $32,738 | $11,421 | — | — | — |