Original filing (PDF)20241122153127NAL0003949570001

COLUMN CAPITAL ADVISORS, LLC

Name: COLUMN CAPITAL ADVISORS, LLC — COLUMN CAPITAL RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: COLUMN CAPITAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

COLUMN CAPITAL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMN CAPITAL ADVISORS, LLC.

Plan sponsor

Name

COLUMN CAPITAL ADVISORS, LLC

EIN

20-2759063

Address

9100 KEYSTONE CROSSING · SUITE 700 · INDIANAPOLIS, IN · 46240

Phone

(317) 663-6510

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-24

Filed

2024-11-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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