Plan Snapshot
- Plan Sponsor: Columbus Hydraulics Company, LLC
- Sponsor EIN: 364810949
- Sponsor Address: 2645 EAST 27TH STREET, COLUMBUS, NE, 68601
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 111 | $10.7M | $304,898 | $399,738 |
| 2023 | 115 | $10.4M | $257,667 | $364,776 |
| 2022 | 99 | $10.8M | $210,475 | $330,134 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, PC | Auditor | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.107% 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 | $40,366 | $26,304 | — | $11,500 | — |
| 2023 | $35,528 | $23,778 | — | $10,500 | — |
| 2022 | $27,970 | — | $27,970 | — | — |