AUMdb

Columbia Forest Products, Inc. Employee 401(k) Retirement Savings Plan And Trust

Sponsored by Columbia Forest Products, Inc · EIN 930672034 · Plan #004

Total assets
$89.6M
Net assets
$89.6M
Active participants
1,706
With balances
1,877

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $148,707
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0