Plan Snapshot
- Plan Sponsor: Columbus Equipment Company
- Sponsor EIN: 314390542
- Sponsor Address: 2323 PERFORMANCE WAY, COLUMBUS, OH, 43207
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 326 | $33.1M | $477,811 | $2.1M |
| 2023 | 286 | $29.8M | $600,313 | $1.8M |
| 2022 | 246 | $26.9M | $585,973 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $43,606 | — | $43,606 |
| BEACON HILL INVESTMENT ADVISOR | NONE | $15,000 | — | $15,000 |
| HILL BARTH AND KING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,606
- Estimated Expense Ratio: 0.177% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $58,606 | $18,908 | — | — | — |
| 2023 | $50,845 | $14,528 | — | — | — |
| 2022 | $14,814 | $10,000 | — | — | — |