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Original filing (PDF)20251015111000NAL0004375921001
COLUMBUS PROPERTY MANAGEMENT & DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
MISSION FIRST HOUSING GROUP 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
190
Accounts w/ balance
219
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBUS PROPERTY MANAGEMENT & DEVELOPMENT, INC..
Plan sponsor
Name
COLUMBUS PROPERTY MANAGEMENT & DEVELOPMENT, INC.
EIN
23-2747707
Address
2042-48 ARCH STREET, 2ND FLOOR · PHILADELPHIA, PA · 19103
Phone
(215) 557-8414
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $74K | — |
Investments
29 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.5M | 11.9% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.5M | 11.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.4M | 11.1% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.2M | 9.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $1.1M | 8.5% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $897K | 7.0% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $800K | 6.2% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $637K | 5.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $605K | 4.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $371K | 2.9% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $338K | 2.6% | |
| Federated Hermes Kaufmann Small Cap R6 Mutual Fund | — | — | — | $328K | 2.6% | |
| Federated Hermes MDT Small Cap Core R6 Mutual Fund | — | — | — | $312K | 2.4% | |
| MFS Research International Fund R6 Mutual Fund | — | — | — | $302K | 2.4% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $286K | 2.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $219K | 1.7% | |
| MFS New Discovery Value Fund R6 Mutual Fund | — | — | — | $215K | 1.7% | |
| Notes receivable from participants (participant loans) 3.24% 8.74% 0 | — | — | — | $204K | 1.6% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $153K | 1.2% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $148K | 1.1% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $139K | 1.1% | |
| Fidelity LowPriced Stock Mutual Fund | — | — | — | $75K | 0.6% | |
| Goldman Sachs Finl Sq Govn Mm Fd #465 Money Market Fund | — | — | — | $45K | 0.4% | |
| American Funds New World R6 Mutual Fund | — | — | — | $28K | 0.2% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | — | — | — | $24K | 0.2% | |
| Goldman Sachs FS Treasury Intms Instl Money Market Fund | — | — | — | $14K | 0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| Lord Abbett Shrt Dur Inc R6 Mutual Fund | — | — | — | $10K | <0.1% |
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