How big is Columbia International University's plan?

Columbia International University's plan reported $30.4M in assets and 434 participants for 2024.

Original filing (PDF)20250916101532NAL0001249411001

Columbia International University

Name: Columbia International University — Columbia Interna, Form 5500 (2024)
Creator: Columbia International University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Columbia International University 401(k) Plan

401(k) retirement plan · Columbia International University's Columbia International University 401(k) Plan held $30.4M in plan assets for 434 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

434

Accounts w/ balance

542

Plan assets (EOY)

$30.4M

Net assets (EOY)

$30.4M

People on this filing

Kelly JO Davis signed Columbia International University's 2024 Form 5500 as plan administrator.

Kelly JO Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Columbia International University's EIN is 57-0352247.

EIN 57-0352247

Plan number 002

Plan year 2024

ACK ID 20250916101532NAL0001249411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Columbia International University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Columbia International University's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLUMBIA INTERNATIONAL UNIVERSITY.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

COLUMBIA INTERNATIONAL UNIVERSITY

EIN

all filings

Address

7435 MONTICELLO ROAD · COLUMBIA, SC · 29203

Phone

(803) 807-5025

Industry

Educational Services

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CAPIN CROUSE, LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$87K	—

Investments

30 direct securities· $30.4M(100% of reported assets)

Mutual Funds

$18.6M

25 holdings

Other securities

$6.9M

4 holdings

Common Collective Trusts

$5.0M

1 holding

					% of plan
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$5.0M	16.3%
Fidelity Contra Fund Mutual Fund	Mutual Funds	—	—	$2.8M	9.2%
Corebridge Fixed Interest Option Fixed Account	Other securities	—	—	$2.8M	9.1%
T. Rowe Price Equity–Income Mutual Fund	Other securities	—	—	$2.1M	6.7%
T. Rowe Price Cap Apprec Mutual Fund	Other securities	—	—	$1.7M	5.5%
Fidelity Int’l Index Institutional Premium Mutual Fund	Mutual Funds	—	—	$1.5M	5.0%
MFS Mid Cap Value Mutual Fund	Mutual Funds	—	—	$1.5M	4.8%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$1.3M	4.2%
PIMCO Total Ret Instl Mutual Fund	Mutual Funds	—	—	$1.3M	4.1%
Vanguard TL Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$1.1M	3.6%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$1.1M	3.5%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$933K	3.1%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$899K	3.0%
Fidelity Advisor Small Cap Value Z Mutual Fund	Mutual Funds	—	—	$775K	2.5%
DFA Emerging Markets Mutual Fund	Mutual Funds	—	—	$737K	2.4%
American Funds Balanced Mutual Fund	Mutual Funds	—	—	$708K	2.3%
Janus Triton N Mutual Fund	Mutual Funds	—	—	$629K	2.1%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$523K	1.7%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$514K	1.7%
Vanguard Tgt Rtmt 2040 Mutual Fund	Mutual Funds	—	—	$511K	1.7%
Vanguard High Yield Corporate Admiral Mutual Fund	Mutual Funds	—	—	$366K	1.2%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$340K	1.1%
Neuberger Berman Real Estate R6 Mutual Fund	Other securities	—	—	$338K	1.1%
Vanguard Tgt Rtmt 2050 Mutual Fund	Mutual Funds	—	—	$332K	1.1%
Vanguard Target Retirement Inc Mutual Fund	Mutual Funds	—	—	$321K	1.1%
Vanguard Tgt Rtmt 2060 Mutual Fund	Mutual Funds	—	—	$241K	0.8%
Vanguard Tgt Rtmt 2030 Mutual Fund	Mutual Funds	—	—	$239K	0.8%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$46K	0.2%
Vanguard Tgt Rtmt 2020 Mutual Fund	Mutual Funds	—	—	$45K	0.1%
Vanguard Tgt Rtmt 2070 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%