Plan Snapshot
- Plan Sponsor: Columbus Technologies And Services, INC.
- Sponsor EIN: 113679284
- Sponsor Address: 1960 E GRAND AVE STE 1000, EL SEGUNDO, CA, 902455014
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 533
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 533 | $54.0M | $0 | $0 |
| 2024 | 119 | $45.0M | $347,778 | $1.2M |
| 2023 | 127 | $40.1M | $420,047 | $1.3M |
| 2022 | 135 | $35.6M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $43,209 | — | $43,209 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,074 | — | $7,074 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,283
- Estimated Expense Ratio: 0.093% 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 |
|---|---|---|---|---|---|
| 2025 | $7,204,624 | $7,074 | — | — | — |
| 2024 | $40,209 | $7,398 | — | — | — |
| 2023 | $50,258 | $6,046 | — | — | — |
| 2022 | $72,116 | $9,082 | — | — | — |