Plan Snapshot
- Plan Sponsor: Columbus Medical Services, LLC
- Sponsor EIN: 752690132
- Sponsor Address: 350 SENTRY PARKWAY, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 668
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 668 | $16.5M | $270,954 | $1.8M |
| 2023 | 698 | $15.1M | $264,470 | $1.6M |
| 2022 | 675 | $12.1M | $228,058 | $1.5M |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY — 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 | $121,391 | $42,701 | $78,690 | — | — |
| 2023 | $113,556 | $26,620 | $86,936 | — | — |
| 2022 | $123,496 | $26,413 | $97,083 | — | — |