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Department of Labor filing

COLUMBIA CREDIT UNION

COLUMBIA 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$3,889

Reported employer contributions per active participant.

Higher than about 62% of comparable plans
#People in the filing
294

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$88 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 73% of comparable plans
↗Investment performance
Not available

Plan assets changed 14.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions62nd percentileTypical peer $3,279 · based on 1,427 comparable plans
Lower reported administrative expense73rd percentileTypical peer $184 · based on 1,443 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, COLUMBIA CREDIT UNION reported $1,143,370 in employer contributions across the plan and 294 active participants. That works out to $3,889 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 4.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 1.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,143,370
Participant contributions
$2,079,017
Other contributions
$560,583
Employer share of reported contributions
35.5%
Beginning assets
$34,715,386
Ending assets
$39,898,818
Ending net assets
$39,898,818
Ending liabilities
$0
Total income
$8,866,301
Total expenses
$3,682,869
Administrative expenses
$35,385
Participant loans
$393,933

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,723
2023
$4,076
2024
$3,889
Plan-paid administrative expenses per participant
2022
$90
2023
$84
2024
$88
Active participants
2022
288
2023
296
2024
294
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,88929439.9M20251017172054NAL0009629008001
2023$4,07629634.7M20240906081712NAL0000537683001
2022$3,72328830.7M20230908163550NAL0011136803001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
910617775-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1980
Industry
Finance and insurance
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251017172054NAL0009629008001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗