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Original filing (PDF)20250915162349NAL0001176913001
COLUMBUS US, INC.
Form 5500
FILING_RECEIVED
COLUMBUS 401(K) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
118
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBUS US, INC..
Plan sponsor
Name
COLUMBUS US, INC.
EIN
52-2103704
Address
3001 BROADWAY ST NE, SUITE 320 · MINNEAPOLIS, MN · 55413
Phone
(866) 264-3249
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH GROUP RIA, LLC | 81-3001567 | EDEN PRAIRIE, MN | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | 41-0955056 | MAPLE GROVE, MN | CONTRACT ADMIN | $2K | — |
Investments
40 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Select T.Rowe Price Retirement 2030 | — | — | — | $1.5M | 11.6% | |
| MassMutual Sagic Diversified Bond II | — | — | — | $1.4M | 10.7% | |
| MassMutual Select T.Rowe Price Retirement 2045 | — | — | — | $1.0M | 8.2% | |
| American Funds American Funds Growth Fund of America | — | — | — | $1.0M | 8.1% | |
| MassMutual Select T.Rowe Price Retirement 2035 | — | — | — | $871K | 6.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $847K | 6.7% | |
| American Funds American Funds Fundamental Inv | — | — | — | $740K | 5.8% | |
| MassMutual Select T.Rowe Price Retirement 2025 | — | — | — | $710K | 5.6% | |
| MassMutual Select T.Rowe Price Retirement 2040 | — | — | — | $645K | 5.1% | |
| MassMutual Core Bond Fund | — | — | — | $415K | 3.3% | |
| MassMutual Select T.Rowe Price Retirement 2050 | — | — | — | $396K | 3.1% | |
| MassMutual Diversified VI Fund | — | — | — | $343K | 2.7% | |
| American Funds American Funds Washington Mutual | — | — | — | $292K | 2.3% | |
| MassMutual Blue Chip Growth Fund | — | — | — | $285K | 2.2% | |
| American Funds American Funds Balanced Fund | — | — | — | $236K | 1.9% | |
| American Funds American Funds Europacific Growth | — | — | — | $209K | 1.6% | |
| Janus Henderson Triton Fund | — | — | — | $203K | 1.6% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $203K | 1.6% | |
| MassMutual Select T.Rowe Price Retirement 2055 | — | — | — | $177K | 1.4% | |
| Macquarie Science and Tech Macquarie Science and Tech | — | — | — | $176K | 1.4% | |
| MassMutual Select T.Rowe Price Retirement Blend | — | — | — | $142K | 1.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $113K | 0.9% | |
| American Funds American Funds Cap Income Builders | — | — | — | $102K | 0.8% | |
| Franklin Mutual Global Discovery | — | — | — | $97K | 0.8% | |
| DFA US Targeted Value Fund | — | — | — | $95K | 0.7% | |
| Vanguard Small Cap Index Fund | — | — | — | $85K | 0.7% | |
| MassMutual Select T.Rowe Price Retirement 2020 | — | — | — | $84K | 0.7% | |
| MassMutual Select T.Rowe Price Retirement 2060 | — | — | — | $70K | 0.5% | |
| DWS RREEF Real Estate Securities Fund | — | — | — | $54K | 0.4% | |
| MassMutual Mid Cap Value Fund | — | — | — | $45K | 0.4% | |
| Invesco Oppenheimer Developing Markets | — | — | — | $41K | 0.3% | |
| Note receivable from participants Loans (interest rates of 5.25% to 9.5%, maturities through May 2029) | — | — | — | $40K | 0.3% | |
| PGIM Jennison Natural Resources Fund | — | — | — | $30K | 0.2% | |
| DFA Large Cap International Fund | — | — | — | $26K | 0.2% | |
| MassMutual Select T.Rowe Price Retirement 2005 | — | — | — | $16K | 0.1% | |
| PIMCO High Yield Fund | — | — | — | $10K | <0.1% | |
| PGIM Global Total Return Fund | — | — | — | $5K | <0.1% | |
| Invesco Oppenheimer International Diversified | — | — | — | $4K | <0.1% | |
| MassMutual Select 80/20 Allocation Fund | — | — | — | $3K | <0.1% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $2K | <0.1% |
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