Columbus Capital Management 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Columbus Capital Management
  • Sponsor EIN: 943262667
  • Sponsor Address: 301 E STRAWBERRY DRIVE, MILL VALLEY, CA, 94941
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $539,542

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$539,542$0$0
20233$449,990$0$0
20223$364,081$0$0

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