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Original filing (PDF)20250922143905NAL0006821139001
ADENA COMMERCIAL LLC
Form 5500
FILING_RECEIVED
ADENA COMMERCIAL LLC 401-K SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
113
Accounts w/ balance
130
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE TRUST STBL VAL CIT S25053 (no filing on disk)]" is 100% of plan.
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADENA COMMERCIAL LLC.
Plan sponsor
Name
ADENA COMMERCIAL LLC
DBA
COLLIERS INTERNATIONAL GREATER COLUMBUS
EIN
31-1508485
Address
TWO MIRANOVA PLACE · SUITE 900 · COLUMBUS, OH · 43215
Phone
(614) 410-5623
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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ARY ROEPCKE MULCHAEY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL | — | DUBLIN, OH | ADVISOR | $13K | — |
Investments
1 pooled fund· $112K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE TRUST STBL VAL CIT S25053 RELIANCE TRUST COMPANY · EIN 46-4662548 / PN 002 | Common Collective Trust | — | — | $112K | 2.9% |