What public Form 5500 filings show about the Columbia Association, Inc. 401(k) plan — and how to find and check your own account.
Columbia Association, Inc. (EIN 52-0823992) reports THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $58.6M in plan assets across 961 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Columbia Association, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Columbia Association, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
