# Columbus Mckinnon Corporation 401(k) Plan
Source: https://planprovider.pro/companies/columbus-mckinnon-corporation-401k-plan

> Columbus Mckinnon Corporation's 401(k) plan: 1,592 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PHILLIPS LYTLE LLP](https://planprovider.pro/provider/phillips-lytle-llp) — ATTORNEY/LEGAL

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-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|—|—|—|—|

## Similar Plans

- [Veeco Instruments INC.](https://planprovider.pro/companies/veeco-instruments-inc-401k-plan) — 888 participants

- [Derrick Corporation](https://planprovider.pro/companies/derrick-corporation-plan-001) — 617 participants

- [Gorbel, INC.](https://planprovider.pro/companies/gorbel-inc-401k-plan) — 544 participants

- [Roechling Medical Rochester, L.P.](https://planprovider.pro/companies/roechling-medical-rochester-l-p-401k-plan) — 462 participants

- [Xylem INC.](https://planprovider.pro/companies/xylem-inc-plan-053) — 320 participants

- [Xylem INC.](https://planprovider.pro/companies/xylem-inc-401k-plan-001) — 8,288 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/columbus-mckinnon-corporation-401k-plan)

© 2026 PlanProvider.Pro