Plan Snapshot
- Plan Sponsor: Columbus Mckinnon Corporation
- Sponsor EIN: 160547600
- Sponsor Address: 205 CROSSPOINT PARKWAY, GETZVILLE, NY, 14068
- Plan Type: 401(k)
- Total Participants: 1,592
- Total Assets: $237.7M
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 | 1,592 | $237.7M | $11.9M | $10.2M |
| 2023 | 1,757 | $215.6M | $6.6M | $9.6M |
| 2022 | 1,766 | $184.5M | $3.8M | $8.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $151,516 | — | $151,516 |
| PHILLIPS LYTLE LLP | ATTORNEY/LEGAL | $40,172 | — | $40,172 |
| BONADIO & CO., LLP | OTHER SERVICES | $23,300 | — | $23,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PHILLIPS LYTLE LLP — ATTORNEY/LEGAL
- BONADIO & CO., LLP — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,988
- Estimated Expense Ratio: 0.090% 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 | $214,987 | — | — | $23,300 | — |
| 2023 | $151,709 | — | — | — | — |
| 2022 | $148,896 | — | — | — | — |