Columbia Crest Financial Advisors, LLC 401(k) Plan

The Columbia Crest Financial Advisors, LLC 401(k) on its latest Form 5500

Columbia Crest Financial Advisors, LLC (EIN 27-2814273) reports COLUMBIA CREST FINANCIAL ADVISORS 401(K) PSP on its most recent Form 5500, with $909K in plan assets across 7 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 Crest Financial Advisors, LLC filing — schedules, fees, and providers.

Who runs the Columbia Crest Financial Advisors, LLC 401(k)?

Columbia Crest Financial Advisors, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Columbia Crest Financial Advisors, LLCHR for the recordkeeper’s name and login.

How to check your Columbia Crest Financial Advisors, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Columbia Crest Financial Advisors, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).