Columbia Hospitality 401(k) Plan
Sponsored by Columbia Hospitality, Inc. · EIN 911712142 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 2,114
- With balances
- 2,632
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $184,761 |
| Usi Advisors, Inc | Investment advisory (plan), Consulting fees | $43,098 |
| Visse & Company, Cpa's | Accounting, Direct payment from the plan | $11,500 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |