Plan Ledger DOL Form 5500 · updated monthly

Columbia Helicopters, Inc.401(k)

COLUMBIA HELICOPTERS, INC. AMENDED AND RESTATED PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Columbia Helicopters, Inc. reported $59,632 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,789 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 fell from 0.12% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 116th-largest of 1,021 plans among Oregon employers on file, and the 264th of 2,677 in transportation & warehousing. In 2024, employees put in $4.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,971,534
Participants with balances840
Active participants480
Employer contributions$858,499
Employee contributions$3,474,613
Employer contribution per active participant$1,789
Average account balance$105,918
Benefits paid to participants$16,899,241
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$89.0M · 840 accts · $858K emplr
2023$88.9M · 814 accts · $903K emplr
2022$88.1M · 879 accts
Administrative expenses, itemized · 2024
Investment management$27,066
Audit (IQPA)$24,000
Total administrative$59,632
The Columbia Helicopters, Inc. 401(k) match · 2024
Employer contribution per active participant$1,789
Median for plans this size$3,635
2024$1,789 per active participant
2023$1,913 per active participant

Columbia Helicopters, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20245
CREATIVE PLANNING, LLC · Other services$32,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,066
DELAP · Accounting / audit$24,000
DAVIS WRIGHT TREMAINE LLP · Legal$2,622

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$59,632 · 0.07%
2023$91,073 · 0.10%
2022$127,922 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Oregon
Xpo Cnw, Inc. OR$1.9B · 0.02%
Xpo Logistics, Inc. OR$715.3M · 0.13%
Erickson Incorporated OR$67.5M · 0.20%
Sause Bros., Inc. OR$36.2M · 0.12%
Magnate Holdings, LLC OR$34.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930462482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.