How big is COLM Advisory, LLC's plan?

COLM Advisory, LLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250611134516NAL0016002321001

COLM Advisory, LLC

Name: COLM Advisory, LLC — COLM Advisory, LLC 401(k) Plan, Form 5500 (2024)
Creator: COLM Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COLM Advisory, LLC 401(k) Plan

401(k) retirement plan · COLM Advisory, LLC's COLM Advisory, LLC 401(k) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stephanie DUNN Finnerty signed COLM Advisory, LLC's 2024 Form 5500 as plan administrator.

Stephanie DUNN Finnerty — 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

COLM Advisory, LLC's EIN is 83-2910148.

EIN 83-2910148

Plan number 001

Plan year 2024

ACK ID 20250611134516NAL0016002321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COLM Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COLM Advisory, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLM ADVISORY, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score