DREW McDaniel signed Columbia Wellness' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia Wellness' EIN is 91-0598130.
Download the official 2024 Form 5500 (PDF) for Columbia Wellness from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Wellness' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY PLAN | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 K Shares of registered investment companies | Other securities | — | — | $1.0M | 17.7% | |
| BlackRock LifePath Index 2035 K Shares of registered investment companies | Other securities | — | — | $866K | 15.2% | |
| BlackRock LifePath Index 2055 K Shares of registered investment companies | Other securities | — | — | $684K | 12.0% | |
| BlackRock LifePath Index 2040 K Shares of registered investment companies | Other securities | — | — | $626K | 11.0% | |
| BlackRock LifePath Index 2045 K Shares of registered investment companies | Other securities | — | — | $553K | 9.7% | |
| BlackRock LifePath Index 2050 K Shares of registered investment companies | Other securities | — | — | $546K | 9.6% | |
| BlackRock LifePath Index Retirement K Shares of registered investment companies | Other securities | — | — | $417K | 7.3% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $347K | 6.1% | |
| Fidelity Adv Eq Gr Z | Mutual Funds | — | — | $135K | 2.4% | |
| Vanguard 500 Index Admiral Shares of registered investment companies | Common Collective Trusts | — | — | $132K | 2.3% | |
| American Funds American Balanced R6 Shares of registered investment companies | Mutual Funds | — | — | $78K | 1.4% | |
| JPMorgan US Eq R6 | Other securities | — | — | $61K | 1.1% | |
| PIMCO Income Instl Shares of registered investment companies 15 Vanguard Mid Cap Index Adm Shares of registered investment companies | Mutual Funds | — | — | $55K | 1.0% | |
| Fidelity International Index Shares of registered investment companies 27 JPMorgan Core Plus Bond R6 Shares of registered investment companies | Mutual Funds | — | — | $44K | 0.8% | |
| MFS Val R6 | Mutual Funds | — | — | $40K | 0.7% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | Mutual Funds | — | — | $32K | 0.6% | |
| BlackRock LifePath Index 2065 K Shares of registered investment companies | Other securities | — | — | $30K | 0.5% | |
| American Funds New Perspective R6 Shares of registered investment companies | Mutual Funds | — | — | $15K | 0.3% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stocks | — | — | $8K | 0.1% | |
| Insurance Company/General Account | Common Stocks | — | — | $8K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Shares of registered investment companies | Other securities | — | — | $5K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $5K | <0.1% | |
| MFS International Growth R6 Shares of registered investment companies | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO Inc Instl 15 MFS Intl Gr R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds New World R6 Shares of registered investment companies | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
