Original filing (PDF)20241122153127NAL0003949570001

Column Capital Advisors, LLC

Name: Column Capital Advisors, LLC — Column Capital, Form 5500 (2023)
Creator: Column Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Column Capital Retirement Savings Plan

401(k) retirement plan · Column Capital Advisors, LLC's Column Capital Retirement Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kevin Sweet signed Column Capital Advisors, LLC's 2023 Form 5500 as plan administrator.

Kevin Sweet — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Column Capital Advisors, LLC's EIN is 20-2759063.

EIN 20-2759063

Plan number 001

Plan year 2023

ACK ID 20241122153127NAL0003949570001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Column Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Column Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLUMN CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score