# Columbus Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/columbus-equipment-company-401k-plan

> Columbus Equipment Company's 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|

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