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Original filing (PDF)20250724141222NAL0007285056001
COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC
Form 5500
FILING_RECEIVED
COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND, LLC
Employee benefit plan
Signals · 1
~78 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 78 bps in Schedule C fees — 170% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC.
Plan sponsor
Name
COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC
EIN
45-5077345
Address
290 CONGRESS STREET · BOSTON, MA · 02210
Phone
(612) 678-0121
Plan administrator
Name
U.S. BANCORP FUND SERVICES, LLC
EIN
39-1939072
City
MILWAUKEE, WI
Phone
(415) 677-3556
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA MGMT INVESTMENT ADVISORS | 13-3180631 | — | NONE | $90K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $23K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $17K | — |
| CITCO FUND SERVICES (CAYMAN) LTD. | — | — | NONE | $6K | — |
| US BANK | 39-1939072 | — | ADMINISTRATOR | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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