Plan Ledger DOL Form 5500 · updated monthly

Columbia Machine, Inc.401(k)

COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Columbia Machine, Inc. reported $210,339 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,824 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 174th-largest of 1,714 plans among Washington employers on file, and the 1,853rd of 13,661 in manufacturing. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$104,196,885
Participants with balances737
Active participants581
Employer contributions$2,221,632
Employee contributions$4,272,200
Employer contribution per active participant$3,824
Average account balance$141,380
Benefits paid to participants$8,423,806
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$104.2M · 737 accts · $2.2M emplr
2023$95.9M · 745 accts · $2.4M emplr
2022$83.6M · 714 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,938
Investment management$63,200
Audit (IQPA)$13,150
Trustee / custodial$33,876
Total administrative$210,339
The Columbia Machine, Inc. 401(k) match · 2024
Employer contribution per active participant$3,824
Median for plans this size$3,635
2024$3,824 per active participant
2023$4,099 per active participant
2022$3,481 per active participant

Columbia Machine, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20244
MILLIMAN · Recordkeeping · Pension consulting$99,938
RETIREMENT CONSULTING GROUP, INC. · Consulting · Investment advisory (plan)$63,200
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$33,876
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$210,339 · 0.21%
2023$179,841 · 0.20%
2022$183,511 · 0.20%
Same employer
Similar plansManufacturing · Washington
Pyrotek Incorporated WA$105.2M · 0.26%
Brooks Sports, Inc. WA$95.6M · 0.12%
Northwest Hardwoods, Inc. WA$92.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910600653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.