Plan Ledger DOL Form 5500 · updated monthly

Columbus Foundation, Inc.401(k)

RETIREMENT INCOME SECURITY PLAN-COLUMBUS FOUNDATION, INC. · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
1.10%

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

Columbus Foundation, Inc. reported $11,896 in plan administrative expenses for 2022: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $254 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (796th of 848), and 10,897th of 11,911 in health care & social assistance. In 2022, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,012,166
Participants with balances45
Active participants150
Employer contributions$38,120
Employee contributions$91,599
Employer contribution per active participant$254
Average account balance$22,493
Benefits paid to participants$133,555
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,434
Investment management$5,462
Total administrative$11,896
The Columbus Foundation, Inc. 401(k) match · 2022
Employer contribution per active participant$254
Median for plans this size$1,114

Columbus Foundation, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,896 · 1.10%
Similar plansHealth Care & Social Assistance · Utah
Cpf Recovery Ways, LLC UT$1.7M · 1.29%
Home Care Management, LLC UT$1.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 876130042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.