Columbia College Retirement Savings Plan
Sponsored by Columbia College · EIN 430655867 · Plan #001
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 992
- With balances
- 803
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $96,560 |
| Williams Keepers | Accounting, Direct payment from the plan | $27,500 |
| Nfp Retirement | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $135 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |