Plans listing this provider
59
0.10% of the 56,420 plans with Schedule H financials; 61 in 2023
Providers › Columbia Funds
Columbia Funds
- Service provider, as named on Schedule C
- EIN 930577450
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$1,106,188,968
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 57 |
| 59 | Shareholder servicing fees | 57 |
| 52 | Investment management fees paid indirectly by plan | 4 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 25 | Trustee (directed) | 2 |
| 27 | Investment advisory (plan) | 2 |
| 37 | Participant loan processing | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Manhattan Beer Distributors LLC 401(k) Retirement Plan | Manhattan Beer Distributors | $125,457,584 | 744 | $0 |
| Marathon Health, LLC. 401(k) Plan | Marathon Health | $81,089,052 | 1,795 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| Visionist, Inc. 401(k) Plan | Visionist | $50,089,446 | 194 | $0 |
| Apogee Engineering 401(k) Plan | Apogee Engineering | $49,263,400 | 822 | $0 |
| Computer Systems Center Inc 401(k) Retirement Plan | Computer Systems Center | $40,710,729 | 228 | $0 |
| Hannon Armstrong Capital LLC 401(k) Planrecordkeeper | Hannon Armstrong Capital | $34,528,345 | 213 | $0 |
| Manhattan Beer Distributors Union Employees 401(k) Plan | Manhattan Beer Distributors | $32,065,959 | 614 | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| AER Lingus 401(k) Plan | AER Lingus | $25,576,236 | 99 | $0 |
| Asset Marketing Services 401(k) Retirement Plan | AMS Holdings | $25,570,175 | 268 | $0 |
| Lift-all Company, Inc. Profit Sharing Plan | Lift-all | $25,511,027 | 260 | $0 |
| Association of the United States Army Inc Retirement Plan | Assoc of the United States Army | $25,360,192 | 135 | $0 |
| Distek Integration, Inc. 401(k) Profit Sharing Plan | Distek Integration | $23,732,577 | 215 | $0 |
| Bogle Vineyards Inc 401(k) Retirement Plan | Bogle Vineyards | $23,455,011 | 195 | $0 |
| Johnstech International 401(k) Retirement Savings Plan | Johnstech International | $23,168,649 | 124 | $0 |
| Winmark Corporation 401(k) Savings Plan | Winmark | $22,802,176 | 128 | $0 |
| Elite Comfort Solutions 401(k) Plan | Elite Comfort Solutions | $22,007,608 | 501 | $0 |
| Panini America, Inc. 401(k) Plan | Panini America | $20,632,473 | 271 | $0 |
| DD Traders, Inc. 401(k) Plan and Trust | DD Traders | $20,021,181 | 188 | $0 |
| Vbrick Systems, Inc. 401(k) Retirement Plan | Vbrick Systems | $19,022,509 | 110 | $0 |
| Channell Commercial Corporation 401(k) Plan | Channell Commercial | $17,339,918 | 644 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| University of Saint Mary 401(k) Retirement Savings Plan | University of Saint Mary | $14,234,840 | 318 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.