# Columbia Wellness 401(k) Plan
Source: https://planprovider.pro/companies/columbia-wellness-401k-plan

> Columbia Wellness's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HOFFMAN, STEWART, & SCHMIDT, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOFFMAN, STEWART, & SCHMIDT, P.C.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|$45,585|$18,135|—|—|—|

| 2023|$37,884|$14,188|—|—|—|

| 2022|$32,738|$11,421|—|—|—|

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