Columbia Bank Retirement Plan
Sponsored by Columbia Bank · EIN 220900560 · Plan #003
- Total assets
- $500M
- Net assets
- $500M
- Active participants
- 255
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $223,060 |
| Aon Investments Usa Inc. | Investment advisory (plan), Direct payment from the plan | $104,500 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $14,338 |