Columbia Machine, Inc. Retirement Plan And Trust
Sponsored by Columbia Machine, Inc. · EIN 910600653 · Plan #003
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 581
- With balances
- 737
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 |
|---|---|---|
| Retirement Consulting Group, Inc. CRD 311184 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (pension), Copying and duplicating | $99,938 |
| Retirement Consulting Group, Inc. | Consulting (general), Investment advisory (plan), Direct payment from the plan | $63,200 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $33,876 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional), Shareholder servicing fees | $0 |