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Original filing (PDF)20251014171933NAL0004621120001
COLUMBIA WELLNESS
Form 5500
FILING_RECEIVED
COLUMBIA WELLNESS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
150
Accounts w/ balance
207
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
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 (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
- 80 bps in Schedule C fees — 54% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA WELLNESS.
Plan sponsor
Name
COLUMBIA WELLNESS
EIN
91-0598130
Address
921 14TH AVENUE · LONGVIEW, WA · 98632
Phone
(360) 423-0203
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART, & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY PLAN | $18K | — |
Investments
25 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 K Shares of registered investment companies | — | — | — | $1.0M | 17.7% | |
| BlackRock LifePath Index 2035 K Shares of registered investment companies | — | — | — | $866K | 15.2% | |
| BlackRock LifePath Index 2055 K Shares of registered investment companies | — | — | — | $684K | 12.0% | |
| BlackRock LifePath Index 2040 K Shares of registered investment companies | — | — | — | $626K | 11.0% | |
| BlackRock LifePath Index 2045 K Shares of registered investment companies | — | — | — | $553K | 9.7% | |
| BlackRock LifePath Index 2050 K Shares of registered investment companies | — | — | — | $546K | 9.6% | |
| BlackRock LifePath Index Retirement K Shares of registered investment companies | — | — | — | $417K | 7.3% | |
| Blackrock LifePath Index 2060 K | — | — | — | $347K | 6.1% | |
| Fidelity Adv Eq Gr Z | — | — | — | $135K | 2.4% | |
| Vanguard 500 Index Admiral Shares of registered investment companies | — | — | — | $132K | 2.3% | |
| American Funds American Balanced R6 Shares of registered investment companies | — | — | — | $78K | 1.4% | |
| JPMorgan US Eq R6 | — | — | — | $61K | 1.1% | |
| PIMCO Income Instl Shares of registered investment companies 15 Vanguard Mid Cap Index Adm Shares of registered investment companies | — | — | — | $55K | 1.0% | |
| Fidelity International Index Shares of registered investment companies 27 JPMorgan Core Plus Bond R6 Shares of registered investment companies | — | — | — | $44K | 0.8% | |
| MFS Val R6 | — | — | — | $40K | 0.7% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | — | — | — | $32K | 0.6% | |
| BlackRock LifePath Index 2065 K Shares of registered investment companies | — | — | — | $30K | 0.5% | |
| American Funds New Perspective R6 Shares of registered investment companies | — | — | — | $15K | 0.3% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $8K | 0.1% | |
| Insurance Company/General Account | — | — | — | $8K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Shares of registered investment companies | — | — | — | $5K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $5K | <0.1% | |
| MFS International Growth R6 Shares of registered investment companies | — | — | — | $5K | <0.1% | |
| PIMCO Inc Instl 15 MFS Intl Gr R6 | — | — | — | $5K | <0.1% | |
| American Funds New World R6 Shares of registered investment companies | — | — | — | $4K | <0.1% |
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