· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLUMBIA CREST FINANCIAL ADVISORS, LLC — COLUMBIA CREST FINANCIAL ADVISORS 401(K) PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250228180436NAL0000901635001
COLUMBIA CREST FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
COLUMBIA CREST FINANCIAL ADVISORS 401(K) PSP
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLUMBIA CREST FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
COLUMBIA CREST FINANCIAL ADVISORS, LLC
EIN
27-2814273
Address
2540 NE KRESKY AVENUE · SUITE A · CHEHALIS, WA · 98532
Phone
(360) 740-6450
Industry
Finance & Insurance
see 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
2025-02-28
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
Related plans
Similar-size Finance & Insurance plans
SGD CAPITAL, LLC
SGD CAPITAL, LLC 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
PRINCIPIA WEALTH ADVISORY, LLC
PWA RETIREMENT SAVINGS PLAN
$1.1M · 4 participants
SUMITOMO MITSUI DS ASSET MANAGEMENT (USA)
SMD-AM USA 401(K) PLAN
$1.1M · 6 participants
BROADVIEW HOLDINGS, INC.
BROADVIEW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 6 participants
NORTH RIVER CAPITAL ADVISORS, LLC
NORTH RIVER CAPITAL ADVISORS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 1 participants
LINCOLN INVESTMENT & ADVISORY SERVICES, INC.
LINCOLN INVESTMENT & ADVISORY SERVICES, INC. 401(K) PLAN
$1.1M · 2 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
