AUMdb

Columbine Management Services Inc. 401(k) Retirement Plan And Trust

Sponsored by Columbine Management Services · EIN 841250112 · Plan #001

Total assets
$32.5M
Net assets
$32.5M
Active participants
1,341
With balances
1,639

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $22,247
Rbc Wealth Management Other commissions $0