Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COLUMBIA NATIONAL GROUP, INC.
EIN 34-1507580Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
98
6600 GRANT AVENUE - CLEVELAND, OH 44105216-883-4972
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 98 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COLUMBIA NATIONAL GROUP, INC. SAVINGS AND INVESTMENT PLAN
401k
Assets$12.2M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COLUMBIA NATIONAL GROUP, INC. UNION EMPLOYEE SAVINGS AND INVESTMENT PLAN
401k
Assets$566K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COLUMBIA NATIONAL GROUP, INC. SAVINGS AND INVESTMENT PLAN | 401k | $12.2M | 62 | 2025 | |
| 004 | COLUMBIA NATIONAL GROUP, INC. UNION EMPLOYEE SAVINGS AND INVESTMENT PLAN | 401k | $566K | 36 | 2025 |
Retirement plans
Welfare plans