Stephanie Nester signed Columbia Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia Association, Inc.'s EIN is 52-0823992.
Download the official 2024 Form 5500 (PDF) for Columbia Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Association, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K | Mutual Funds | — | $4.0M | $6.4M | 10.9% | |
| FID 500 INDEX | Common Collective Trusts | — | $3.8M | $6.3M | 10.7% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | $5.5M | $5.7M | 9.7% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | $3.3M | $4.3M | 7.4% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | $3.6M | $4.1M | 7.1% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | $3.3M | $4.1M | 7.0% | |
| FID GOVT MMKT | Mutual Funds | — | $3.5M | $3.5M | 6.0% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | $2.4M | $3.0M | 5.2% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | $1.8M | $2.5M | 4.2% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | $1.4M | $1.8M | 3.1% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | $1.4M | $1.8M | 3.0% | |
| TRP DIV GROWTH | Other securities | — | $1.1M | $1.6M | 2.7% | |
| FID MID CAP IDX | Common Collective Trusts | — | $1.3M | $1.5M | 2.6% | |
| J H ENTERPRISE N | Other securities | — | $1.2M | $1.4M | 2.5% | |
| LOOMIS CORE PL BD Y | Other securities | — | $1.6M | $1.4M | 2.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.0M | $1.2M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.1M | $1.1M | 1.9% | |
| TRP VALUE | Other securities | — | $977K | $1.0M | 1.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $1.1M | $1.0M | 1.7% | |
| FID BALANCED K | Mutual Funds | — | $640K | $756K | 1.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $750K | 1.3% | |
| HRDG LVNR INTL EQ IS | Other securities | — | $631K | $678K | 1.2% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $698K | $640K | 1.1% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $593K | $610K | 1.0% | |
| FID EMERGING MKTS K | Mutual Funds | — | $426K | $446K | 0.8% | |
| AS SPL MID CP VAL IS | Other securities | — | $327K | $363K | 0.6% | |
| HTFD INTL OPPS R6 | Other securities | — | $322K | $343K | 0.6% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | $257K | $235K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
