Columbus Equipment Company Savings Plan And Trust
Sponsored by Columbus Equipment Company · EIN 314390542 · Plan #003
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 326
- With balances
- 350
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 |
|---|---|---|
| Beacon Hill Investment Advisory, Llc CRD 148463 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $43,606 |
| Beacon Hill Investment Advisor | Investment management, Direct payment from the plan | $15,000 |