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Original filing (PDF)20260218100423NAL0008049088001
COLUMBIA COMMUNITY MENTAL HEALTH
Form 5500
FILING_RECEIVED
COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
261
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA COMMUNITY MENTAL HEALTH.
Plan sponsor
Name
COLUMBIA COMMUNITY MENTAL HEALTH
EIN
93-0644303
Address
58646 MCNULTY WAY · ST HELENS, OR · 97051
Phone
(503) 397-5211
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
JONES & ROTH, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB TRUST | 82-3967259 | — | CUSTODIAN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $25K | — |
Investments
18 direct securities· $10.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual funds | — | — | — | $2.3M | 21.6% | |
| T Rowe Price Overseas Stock Fund I Mutual funds | — | — | — | $1.2M | 11.6% | |
| Vanguard Developed Markets Index Adm Mutual funds | — | — | — | $1.1M | 10.6% | |
| Vanguard Mid Cap Index Adm Mutual funds | — | — | — | $974K | 9.2% | |
| Vanguard Total Intl Bond Index Adm Mutual funds | — | — | — | $749K | 7.0% | |
| Victory Core Plus Intermediate BD R6 Mutual funds | — | — | — | $670K | 6.3% | |
| Vanguard Total Bond Market Index Adm Mutual funds | — | — | — | $534K | 5.0% | |
| JPMorgan Equity Income R6 Mutual funds | — | — | — | $458K | 4.3% | |
| JPMorgan Small Cap Equity R6 Mutual funds | — | — | — | $435K | 4.1% | |
| Registered investment companies Blackrock High Yield Bond Instl Mutual funds | — | — | — | $415K | 3.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Index Adm Mutual funds | — | — | — | $374K | 3.5% | |
| Participant loans 3.25% - 10.50% - | — | — | — | $254K | 2.4% | |
| T Rowe Price Instl Large Cap Growth Mutual funds | — | — | — | $244K | 2.3% | |
| Vanguard Small Cap Index Adm Mutual funds | — | — | — | $239K | 2.2% | |
| Vanguard Short Term Bond Index Adm Mutual funds | — | — | — | $227K | 2.1% | |
| Vanguard Emerging Markets Stock Index Adm Mutual funds | — | — | — | $209K | 2.0% | |
| GQG Partners Emerging Markets EQ R6 Mutual funds | — | — | — | $161K | 1.5% | |
| Cash equivalents * Schwab Government Money Fund Mutual funds | — | — | — | $17K | 0.2% |