Columbus Organization 401(k) Plan
Sponsored by Columbus Medical Services, Llc · EIN 752690132 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 668
- With balances
- 1,001
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $78,690 |
| Kathmere Capital Management | Investment advisory (plan), Direct payment from the plan | $32,222 |
| Kathmere Capital Management. | Investment advisory (plan), Direct payment from the plan | $10,479 |