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Original filing (PDF)20251001174800NAL0006050339001
COLUMBIA GRAIN
Form 5500
FILING_RECEIVED
COLUMBIA GRAIN SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
451
Accounts w/ balance
583
Plan assets (EOY)
$54.1M
Net assets (EOY)
$54.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA GRAIN.
Plan sponsor
Name
COLUMBIA GRAIN
EIN
93-0713744
Address
1300 SW FIFTH AVE, · SUITE 2929 · PORTLAND, OR · 97201
Phone
(503) 535-5631
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $50K | — |
| ERNST & YOUNG LLP | — | PITTSBURGH, PA | NONE | $10K | — |
Investments
31 direct securities · 2 pooled funds· $54.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$46.7M
31 holdings
Common Collective Trust
$7.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Trust Company (T. Rowe Price) Retirement 2030 Fund | — | — | — | $6.8M | 12.6% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $5.7M | 10.6% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $4.6M | 8.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.0M | 7.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $3.6M | 6.7% | |
| TRP EQUITY INDEX FUND T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $2.9M | 5.4% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $2.9M | 5.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $2.4M | 4.4% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $2.3M | 4.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.2M | 4.0% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $1.6M | 2.9% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.6M | 2.9% | |
| T. Rowe Price New Horizons Fund | — | — | — | $1.5M | 2.7% | |
| BlackRock, Inc. Midcap Growth Equity Fund | — | — | — | $1.2M | 2.2% | |
| T. Rowe Price Science & Technology Fund | — | — | — | $1.0M | 1.9% | |
| T. Rowe Price Health Sciences Fund | — | — | — | $842K | 1.6% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $799K | 1.5% | |
| Participant loans Notes receivable from participants, with maturity dates ranging from March 2025 to July 2033 and interest rates of 4.25% to 9.50% - | — | — | — | $665K | 1.2% | |
| T. Rowe Price High Yield Fund | — | — | — | $600K | 1.1% | |
| Cohen & Steers, Inc. Real Estate Security I | — | — | — | $525K | 1.0% | |
| T. Rowe Price New Era Fund | — | — | — | $433K | 0.8% | |
| Oppenheimer & Co. Inc International Diversified R6 | — | — | — | $399K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $399K | 0.7% | |
| T. Rowe Price Small-Cap Value Fund | — | — | — | $384K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $303K | 0.6% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $252K | 0.5% | |
| Fidelity Management Trust Company Advantage International Growth Fund | — | — | — | $240K | 0.4% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | — | — | — | $237K | 0.4% | |
| T. Rowe Price U.S. Treasury Money Fund | — | — | — | $178K | 0.3% | |
| Fidelity Management Trust Company Government Income Fund | — | — | — | $173K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $118K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $38K | <0.1% |
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