Patricia Fischer signed Columbia College's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia College's EIN is 43-0655867.
Download the official 2023 Form 5500 (PDF) for Columbia College from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Columbia College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAMS KEEPERS | 43-0655867 | — | AUDITOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $6.5M | 10.0% | |
| s * Lincoln Fixed Account | Insurance Contracts | — | — | $6.2M | 9.5% | |
| Transamerica Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $6.2M | 9.4% | |
| Transamerica Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $4.8M | 7.4% | |
| Transamerica Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $4.3M | 6.5% | |
| Transamerica Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $4.0M | 6.1% | |
| Transamerica Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $3.8M | 5.8% | |
| Transamerica Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $3.5M | 5.3% | |
| Lincoln American Funds Growth | Mutual Funds | — | — | $1.6M | 2.4% | |
| s * Fidelity Fid 500 Index | Mutual Funds | — | — | $1.5M | 2.3% | |
| Lincoln LVIP Dimensional US Core Equity 1 | Mutual Funds | — | — | $1.4M | 2.1% | |
| Transamerica Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.2M | 1.9% | |
| Lincoln LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| TIAA CREF Stock | Mutual Funds | — | — | $1.1M | 1.7% | |
| Transamerica Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $1.1M | 1.6% | |
| Lincoln LVIP Macquarie Wealth Builder | Other securities | — | — | $869K | 1.3% | |
| Lincoln LVIP Global Moderate Allocation Mgd Risk | Other securities | — | — | $749K | 1.1% | |
| Stable value fund * Lincoln Stable Value Account | Stable Value | — | — | $748K | 1.1% | |
| Lincoln Blackrock Global Allocation | Other securities | — | — | $721K | 1.1% | |
| Lincoln LVIP Macquarie Social Awareness | Other securities | — | — | $667K | 1.0% | |
| Transamerica Pioneer Fundamental Growth Y | Other securities | — | — | $653K | 1.0% | |
| Transamerica Vanguard Equity Income Adm | Mutual Funds | — | — | $651K | 1.0% | |
| Transamerica Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $649K | 1.0% | |
| Lincoln LVIP Global Growth Allocation Mngd Risk | Other securities | — | — | $588K | 0.9% | |
| Transamerica DFA US Targeted Value | Mutual Funds | — | — | $501K | 0.8% | |
| Lincoln LVIP Macquarie Value Series | Other securities | — | — | $480K | 0.7% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $467K | 0.7% | |
| Transamerica Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $424K | 0.6% | |
| Lincoln LVIP Macquarie Bond | Other securities | — | — | $404K | 0.6% | |
| Lincoln LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $391K | 0.6% | |
| Transamerica Janus Henderson Triton N | Mutual Funds | — | — | $387K | 0.6% | |
| Lincoln Fidelity VIP Growth | Mutual Funds | — | — | $382K | 0.6% | |
| Lincoln LVIP Macquarie Diversified Income | Other securities | — | — | $364K | 0.6% | |
| USAA Fixed Account | Other securities | — | — | $339K | 0.5% | |
| Lincoln LVIP T Rowe Price 2040 Fund | Mutual Funds | — | — | $335K | 0.5% | |
| Lincoln American Funds Growth-Income | Mutual Funds | — | — | $334K | 0.5% | |
| Transamerica Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $320K | 0.5% | |
| Lincoln LVIP Macquarie SMid Cap Core Series | Other securities | — | — | $298K | 0.5% | |
| Lincoln LVIP Macquarie U.S. REIT Fund | Common Stocks | — | — | $248K | 0.4% | |
| Transamerica Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $244K | 0.4% | |
| Lincoln LVIP Blended Lrg Cap Growth Mngd Voltlty | Other securities | — | — | $234K | 0.4% | |
| Participant loans * Participant loans Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $217K | 0.3% | |
| Transamerica International Equity R6 | Other securities | — | — | $211K | 0.3% | |
| TIAA CREF Growth | Mutual Funds | — | — | $209K | 0.3% | |
| Lincoln American Funds International | Mutual Funds | — | — | $184K | 0.3% | |
| Lincoln Macquarie Small Cap Value | Other securities | — | — | $182K | 0.3% | |
| Lincoln LVIP T Rowe Price 2050 Fund | Mutual Funds | — | — | $168K | 0.3% | |
| Lincoln LVIP SSGA Small-Cap Index | Other securities | — | — | $163K | 0.3% | |
| Fidelity Fid Equity Inc | Mutual Funds | — | — | $163K | 0.2% | |
| Lincoln Fidelity VIP Contrafund | Mutual Funds | — | — | $159K | 0.2% |
