Plan Ledger DOL Form 5500 · updated monthly

Columbia Care Services Inc403(b)

COLUMBIA CARE SERVICES INC RETIREMENT PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
0.88%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Columbia Care Services Inc reported $98,224 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,094 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.72% to 0.88%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 498th-largest of 1,021 plans among Oregon employers on file, and the 5,167th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,940,664
Participants with balances382
Active participants522
Employer contributions$571,050
Employee contributions$797,459
Employer contribution per active participant$1,094
Average account balance$31,258
Benefits paid to participants$1,208,185
Plan auditDisclaimer of opinion
AuditorISLER MEDFORD, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 382 accts · $571K emplr
2023$10.4M · 385 accts · $597K emplr
2022$8.3M · 379 accts · $569K emplr
Administrative expenses, itemized · 2024
Investment management$98,224
Total administrative$98,224
The Columbia Care Services Inc 401(k) match · 2024
Employer contribution per active participant$1,094
Median for plans this size$2,416
2024$1,094 per active participant
2023$1,090 per active participant
2022$1,030 per active participant

Columbia Care Services Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$98,224 · 0.88%
2023$78,069 · 0.84%
2022$63,029 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Albertina Kerr Centers OR$12.7M · 0.37%
Sante Operations, LLC OR$12.0M · 1.36%
The Springs Living, LLC OR$11.8M · 0.23%
Volare Health LLC OR$11.3M · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810609831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.