Plan Snapshot
- Plan Sponsor: Columbus Capital Management
- Sponsor EIN: 943262667
- Sponsor Address: 301 E STRAWBERRY DRIVE, MILL VALLEY, CA, 94941
- Plan Type: 401(k)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $539,542 | $0 | $0 |
| 2023 | 3 | $449,990 | $0 | $0 |
| 2022 | 3 | $364,081 | $0 | $0 |
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