Original filing (PDF)20250709110906NAL0007493504001

COLUMBUS INVESTMENT ADVISORY, INC.

Name: COLUMBUS INVESTMENT ADVISORY, INC. — COLUMBUS INVESTMENT ADVISORY, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: COLUMBUS INVESTMENT ADVISORY, INC.

Form 5500-SF

FILING_RECEIVED

COLUMBUS INVESTMENT ADVISORY, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLUMBUS INVESTMENT ADVISORY, INC..

Plan sponsor

Name

COLUMBUS INVESTMENT ADVISORY, INC.

EIN

31-1452201

Address

68 NORTH HIGH STREET · BUILDING C · NEW ALBANY, OH · 43054

Phone

(614) 882-1418

Industry

Finance & Insurancesee all

Plan administrator