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)
- Total Participants: 119
- Total Assets: $45.0M
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. |
|---|---|---|---|---|
| 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 | $32,860 | — | $32,860 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,398 | — | $7,398 |
| SERVATIUS, O'BRIEN & FONG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SERVATIUS, O'BRIEN & FONG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,258
- Estimated Expense Ratio: 0.090% 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 | $40,209 | $7,398 | — | — | — |
| 2023 | $50,258 | $6,046 | — | — | — |
| 2022 | $72,116 | $9,082 | — | — | — |