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Original filing (PDF)20250924105246NAL0007448945001
COLUMBIA CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
COLUMBIA CONSTRUCTION COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
215
Accounts w/ balance
211
Plan assets (EOY)
$53.0M
Net assets (EOY)
$53.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm" is 25% of plan.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA CONSTRUCTION COMPANY.
Plan sponsor
Name
COLUMBIA CONSTRUCTION COMPANY
EIN
04-1196435
Address
100 RIVERPARK DRIVE · PO BOX 220 · NORTH READING, MA · 01864
Phone
(978) 664-9500
Industry
Constructionsee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LIVINGSTON & HAYNES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360, LLC | — | STRATHAM, NH | TPA | $2K | — |
Investments
27 direct securities· $53.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $13.3M | 25.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $6.8M | 12.9% | |
| (CL)Victory Sycamore Established Val R6 | — | — | — | $3.3M | 6.2% | |
| JPMorgan SmartRetirement 2035 R6 | — | — | — | $3.1M | 5.8% | |
| MassMutual Mid Cap Growth I | — | — | — | $2.2M | 4.2% | |
| JPMorgan SmartRetirement 2040 R6 | — | — | — | $2.2M | 4.2% | |
| Vanguard Federal Money Market Inv | — | — | — | $2.2M | 4.1% | |
| BlackRock Equity Dividend Instl | — | — | — | $2.1M | 4.0% | |
| Invesco Oppy Intl Growth R6 | — | — | — | $1.9M | 3.6% | |
| JPMorgan SmartRetirement 2055 R6 | — | — | — | $1.8M | 3.4% | |
| JPMorgan SmartRetirement 2045 R6 | — | — | — | $1.6M | 3.0% | |
| JPMorgan SmartRetirement 2025 R6 | — | — | — | $1.4M | 2.6% | |
| Vanguard Extended Market Index Adm | — | — | — | $1.3M | 2.4% | |
| Janus Henderson Balanced I | — | — | — | $1.3M | 2.4% | |
| American Century Small Cap Value R6 | — | — | — | $1.2M | 2.2% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $1.1M | 2.2% | |
| JPMorgan SmartRetirement 2050 R6 | — | — | — | $1.0M | 2.0% | |
| Victory Pioneer Strategic Income R6 | — | — | — | $819K | 1.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $760K | 1.4% | |
| Fidelity Total Bond K6 | — | — | — | $726K | 1.4% | |
| JPMorgan Government Bond R6 | — | — | — | $722K | 1.4% | |
| JPMorgan SmartRetirement 2030 R6 | — | — | — | $720K | 1.4% | |
| BlackRock Inflation Protected Bond K | — | — | — | $435K | 0.8% | |
| MassMutual Small Cap Growth Equity I | — | — | — | $423K | 0.8% | |
| JPMorgan SmartRetirement 2020 R6 | — | — | — | $325K | 0.6% | |
| Participants Loan | — | — | — | $232K | 0.4% | |
| JPMorgan SmartRetirement Income R6 | — | — | — | $51K | <0.1% |