Sponsor portfolio
COLUMBIA ADVISORY GROUP, LLC
EIN 45-4440587information technology and servicesLatest filing 2025
Plans
1
Retirement
1
$456K assets
Welfare
0
Participants
53
5717 LEGACY DRIVE SUITE 250 - PLANO, TX 75024214-988-9950columbiaadvisory.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLUMBIA ADVISORY GROUP 401(K) PLAN | 401k | $456K | 53 | 2025 |
Retirement plans