Plan Snapshot
- Plan Sponsor: Columbus Us, INC.
- Sponsor EIN: 522103704
- Sponsor Address: 3001 BROADWAY ST NE, SUITE 320, MINNEAPOLIS, MN, 55413
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 42 | $12.7M | $218,314 | $543,494 |
| 2023 | 49 | $12.5M | $209,008 | $452,056 |
| 2022 | 53 | $11.2M | $237,909 | $501,368 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $41,981 | — | $41,981 |
| STRATEGIC WEALTH GROUP RIA, LLC | Investment Advisor | $21,931 | — | $21,931 |
| TSC 401K | Other Service Provider | $2,300 | $6,488 | $8,788 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,700
- Estimated Expense Ratio: 0.572% 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 | $43,798 | — | $3,200 | — | — |
| 2023 | $41,180 | — | $3,000 | — | — |
| 2022 | $44,796 | $32,623 | $12,173 | — | — |