Plan Snapshot
- Plan Sponsor: The Columbia Group, INC.
- Sponsor EIN: 541321759
- Sponsor Address: 11211 WAPLES MILL ROAD, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 117 | $30.1M | $148,874 | $810,975 |
| 2023 | 103 | $27.2M | $180,625 | $832,563 |
| 2022 | 103 | $24.5M | $154,666 | $807,527 |
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 |
|---|---|---|---|---|
| PRACTICAL AUDIT SOLUTIONS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRACTICAL AUDIT SOLUTIONS PC — 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 | -$36,165 | $2,375 | — | — | — |
| 2023 | -$33,807 | $2,242 | — | — | — |
| 2022 | -$14,511 | $3,025 | — | — | — |