Plan Snapshot
- Plan Sponsor: Hyster-Yale Materials Handling, INC.
- Sponsor EIN: 930160700
- Sponsor Address: 5875 LANDERBROOK DRIVE, SUITE 300, CLEVELAND, OH, 44124
- Plan Type: 401(k)
- Total Participants: 3,467
- Total Assets: $966.6M
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 | 3,467 | $966.6M | $32.8M | $29.7M |
| 2023 | 3,490 | $868.2M | $29.1M | $26.4M |
| 2022 | 3,188 | $746.7M | $15.9M | $22.9M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $28,570 | — | $28,570 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,570
- Estimated Expense Ratio: 0.003% 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 | $502,288 | $96,325 | — | $28,570 | — |
| 2023 | $466,763 | $80,450 | — | $29,644 | — |
| 2022 | $453,174 | — | — | — | $25,899 |