Employers › Columbia Sportswear
Recordkeeping fees per participant · Columbia Sportswear Company 401(k) Plan · plan year 2024
$65.41
Higher than 72% of the 1,697 plans $250M to 1B that report it.
= $344,254 / 5,263
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804200440NAL0000899987001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804200440NAL0000899987001, received 2025-08-04
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-04.
Administrative expenses excluding investment management, per participant
$82.15
Higher than 64% of the 2,324 plans $250M to 1B that report it.
= $432,337 / 5,263
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804200440NAL0000899987001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804200440NAL0000899987001, received 2025-08-04
Administrative expenses per participant
$82.15
Higher than 46% of the 2,405 plans $250M to 1B that report it.
= $432,337 / 5,263
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804200440NAL0000899987001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804200440NAL0000899987001, received 2025-08-04
Administrative expenses as a share of assets
0.094%
Higher than 63% of the 2,407 plans $250M to 1B that report it.
= $432,337 / $462,060,993
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804200440NAL0000899987001, received 2025-08-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804200440NAL0000899987001, received 2025-08-04
Employer contributions per participant
$2,822
Higher than 45% of the 2,457 plans $250M to 1B that report it.
= $14,853,527 / 5,263
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804200440NAL0000899987001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804200440NAL0000899987001, received 2025-08-04
Employer share of total contributions
32.7%
Higher than 55% of the 2,459 plans $250M to 1B that report it.
= $14,853,527 / $45,486,258
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804200440NAL0000899987001, received 2025-08-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804200440NAL0000899987001, received 2025-08-04
Plan terms are described in Columbia Sportswear Company's SEC filings: Form 10-K filed 2026-02-25. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250804200440NAL0000899987001, received 2025-08-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COLUMBIA SPORTSWEAR COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Plan name | COLUMBIA SPORTSWEAR COMPANY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Sponsor EIN / plan number | 93-0498284 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Sponsor location | PORTLAND, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Industry (business code) | 424300, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Filing received | 2025-08-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Participants, beginning of year | 5,725 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Active participants | 4,412 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Participants, end of year | 5,690 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Participants with an account balance | 5,263 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total assets, beginning of year | $396,993,919 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total assets, end of year | $462,060,993 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Net assets, end of year | $462,060,993 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total income | $97,474,564 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Net income | $65,067,074 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Employer contributions | $14,853,527 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Participant contributions | $26,092,602 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Other contributions (incl. rollovers) | $4,540,129 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total contributions | $45,486,258 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Benefit payments | $31,975,153 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total expenses (incl. benefit payments) | $32,407,490 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Total administrative expenses | $432,337 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Contract administrator fees | $22,050 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Recordkeeping fees | $344,254 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Administrative expenses excluding investment management | $432,337 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Held in common/collective trusts | $6,896,940 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Held in mutual funds | $447,356,744 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250804200440NAL0000899987001, received 2025-08-04 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250804200440NAL0000899987001, received 2025-08-04 |
Position = column in the DOL layout for form year 2024. Filing 20250804200440NAL0000899987001, received 2025-08-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MILLIMANrecordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 62 Float revenue | $344,254 | no |
| MULTNOMAH INVESTMENT GROUP | NONE | 27 Investment advisory (plan); 38 Participant communication; 59 Shareholder servicing fees | $65,707 | no |
| MOSS ADAMS LLP | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $22,050 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 18 Custodial (other than securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 59 Shareholder servicing fees | $339 | yes |
| CHARLES SCHWAB TRUST BANK | NONE | 18 Custodial (other than securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 59 Shareholder servicing fees | $82 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250804200440NAL0000899987001, received 2025-08-04.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $396,993,919 | $462,060,993 | 16.4% |
| Participants with a balance | 5,176 | 5,263 | 1.7% |
| Administrative expenses | $459,850 | $432,337 | -6.0% |
| Recordkeeping fees per participant | not reported | $65.41 | |
| Employer contributions | $15,598,753 | $14,853,527 | -4.8% |
Prior filing 20240729125006NAL0012517859001, received 2024-07-29; the plan years are contiguous.
Sponsor name as filed: COLUMBIA SPORTSWEAR COMPANY; SEC registrant: COLUMBIA SPORTSWEAR CO (CIK 1050797, matched by EIN; display name from the Form 10-K cover).