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Original filing (PDF)20251015113253NAL0005946720001
COLUMBIA MACHINE, INC.
Form 5500
FILING_RECEIVED
COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
581
Accounts w/ balance
737
Plan assets (EOY)
$104.2M
Net assets (EOY)
$104.2M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 89% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA MACHINE, INC..
Plan sponsor
Name
COLUMBIA MACHINE, INC.
EIN
91-0600653
Address
107 GRAND BOULEVARD · VANCOUVER, WA · 98661
Phone
(360) 694-1501
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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
JONES & ROTH, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $100K | — |
| RETIREMENT CONSULTING GROUP, INC. | — | LAKE OSWEGO, OR | NONE | $63K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $34K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
41 direct securities · 1 pooled fund· $104.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$100.5M
41 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund I Registered investment companies | — | — | — | $18.9M | 18.2% | |
| Vanguard Target Retirement 2035 Fund I Registered investment companies | — | — | — | $10.6M | 10.1% | |
| Vanguard Target Retirement 2025 Fund I Registered investment companies | — | — | — | $7.6M | 7.3% | |
| Vanguard Target Retirement 2040 Fund I Registered investment companies | — | — | — | $6.9M | 6.6% | |
| Vanguard Target Retirement 2045 Fund I Registered investment companies | — | — | — | $6.4M | 6.1% | |
| Vanguard Target Retirement 2020 Fund I Registered investment companies | — | — | — | $4.3M | 4.1% | |
| Cash equivalents * Schwab Government Money Fund Cash and cash equivalents | — | — | — | $4.0M | 3.9% | |
| American Funds Target Date Ret 2040 R6 Registered investment companies | — | — | — | $3.9M | 3.7% | |
| MELLON STABLE VALUE FUND CLASS M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.5% | |
| American Funds Target Date Ret 2035 R6 Registered investment companies | — | — | — | $3.6M | 3.5% | |
| Vanguard Target Retirement 2050 Fund I Registered investment companies | — | — | — | $3.6M | 3.4% | |
| American Funds Target Date Ret 2030 R6 Registered investment companies | — | — | — | $3.3M | 3.2% | |
| Vanguard Target Retirement Income Inv Registered investment companies | — | — | — | $2.7M | 2.6% | |
| American Funds Target Date Ret 2045 R6 Registered investment companies | — | — | — | $2.0M | 1.9% | |
| JP Morgan Large Cap Growth R6 Registered investment companies | — | — | — | $2.0M | 1.9% | |
| Vanguard Target Retirement 2055 Fund I Registered investment companies | — | — | — | $2.0M | 1.9% | |
| American Funds Target Date Ret 2025 R6 Registered investment companies | — | — | — | $1.9M | 1.8% | |
| American Funds Target Date Ret 2010 R6 Registered investment companies | — | — | — | $1.5M | 1.5% | |
| Dodge & Cox Stock Fund I Registered investment companies | — | — | — | $1.5M | 1.4% | |
| Vanguard 500 Index Fund Registered investment companies | — | — | — | $1.5M | 1.4% | |
| Vanguard Target Retirement 2060 Fund I Registered investment companies | — | — | — | $1.3M | 1.2% | |
| American Funds Target Date Ret 2020 R6 Registered investment companies | — | — | — | $1.0M | 1.0% | |
| Vanguard Interm-Term BD Index Adm Registered investment companies | — | — | — | $1.0M | 1.0% | |
| Participant loans Interest rate of 5.25% - 10.50% - | — | — | — | $986K | 0.9% | |
| Vanguard Interm-Term Inv Grd Adm SHS Registered investment companies | — | — | — | $924K | 0.9% | |
| PIMCO Income Fund Institutional Class Registered investment companies | — | — | — | $844K | 0.8% | |
| Vanguard Midcap Growth Index Admiral Registered investment companies | — | — | — | $730K | 0.7% | |
| American Fund 2065 Target Date Ret R6 Registered investment companies | — | — | — | $651K | 0.6% | |
| Vanguard Target Retirement 2065 Fund I Registered investment companies | — | — | — | $542K | 0.5% | |
| American Funds Target Date Ret 2050 R6 Registered investment companies | — | — | — | $529K | 0.5% | |
| American Funds Europacific Growth R6 Registered investment companies | — | — | — | $508K | 0.5% | |
| Vanguard Smallcap Index Admiral Registered investment companies | — | — | — | $506K | 0.5% | |
| Registered investment companies, continued Vanguard Total Bond Market Index Adm Registered investment companies | — | — | — | $466K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Registered investment companies | — | — | — | $459K | 0.4% | |
| Fidelity Emerging Markets Fund - Class K Registered investment companies | — | — | — | $353K | 0.3% | |
| Vanguard Midcap Index Fund Admiral Registered investment companies | — | — | — | $317K | 0.3% | |
| Vanguard Midcap Value Index Admiral Registered investment companies | — | — | — | $301K | 0.3% | |
| Registered investment companies American Fund 2055 Target Date Ret R6 Registered investment companies | — | — | — | $250K | 0.2% | |
| American Fund 2060 Target Date Ret R6 Registered investment companies | — | — | — | $250K | 0.2% | |
| Schwab Fundamental International Equity Index Fund Registered investment companies | — | — | — | $246K | 0.2% | |
| American Funds Target Date Ret 2015 R6 Registered investment companies | — | — | — | $104K | <0.1% | |
| Vanguard Target Retirement 2070 Fund I Registered investment companies | — | — | — | $56K | <0.1% |
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