· 2022–2024 · DOL EFAST2
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Columbia Management Invest SVC
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
339
Total plan assets
$54.9M
Filings (rows)
1
Direct comp
$52K
Indirect comp
$0
Showing only "COLUMBIA MANAGEMENT INVEST SVC"
View all 15 variants aggregated →
COLUMBIA MANAGEMENT INVESTMENT ADVI
53
COLUMBIA MANAGEMENT
52
COLUMBIA MANAGEMENT INVESTMENT ADV
30
COLUMBIA MANAGEMENT INVESTMENT
15
COLUMBIA MANAGEMENT INVEST ADVISORS
6
COLUMBIA MANAGEMENT INVESTMENTS
4
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Service Federal Credit Union
Service Federal Credit Union Retirement Pension Plan ·
all filings
PORTSMOUTH, NH
Advisor / Consultant
339
$54.9M
$52K
$0
COLUMBIA MANAGEMENT INVESTMENT SVCS
3
COLUMBIA MANAGEMENT INVMT SVS
3
COLUMBIA MANAGEMENT INV ADVISERS
3
COLUMBIA MANAGEMENT INVESTMENT SERV
2
COLUMBIA MANAGEMENT INV ADV
2
COLUMBIA MANAGEMENT INVEST SVC
1
COLUMBIA MANAGEMENT ADVISOR
1
COLUMBIA MANAGEMENT FUNDS
1
COLUMBIA MANAGEMENT INV
1
Columbia Management Invest SVC — Form 5500 Service Provider Profile | Form 5500 Search