# Columbine Management Services 401(k) Plan
Source: https://planprovider.pro/companies/columbine-management-services-401k-plan

> Columbine Management Services's 401(k) plan: 1,341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Columbine Management Services

- **Sponsor EIN:** 841250112

- **Sponsor Address:** 802 WEST DRAKE ROAD, SUITE 105, FORT COLLINS, CO, 80526

- **Plan Type:** 401(k)

- **Total Participants:** 1,341

- **Total Assets:** $32.5M

## 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|1,341|$32.5M|$0|$2.8M|

| 2023|901|$27.7M|$18|$2.8M|

| 2022|935|$25.1M|$2|$2.7M|

## 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|

| RBC WEALTH MANAGEMENT|ADVISOR|—|$57,062|$57,062|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,247|—|$22,247|

| SOUKUP BUSH & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SOUKUP BUSH & ASSOCIATES](https://planprovider.pro/provider/soukup-bush-and-associates-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,309

- **Estimated Expense Ratio:** 0.244% 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|$22,247|—|—|—|—|

| 2023|$23,001|—|$300|—|—|

| 2022|$59,412|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/columbine-management-services-401k-plan)

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