Plan Snapshot
- Plan Sponsor: Hyster-Yale Materials Handling, INC.
- Sponsor EIN: 930160700
- Sponsor Address: 5875 LANDERBROOK DRIVE, SUITE 300, CLEVELAND, OH, 44124
- Plan Type: DB
- Total Participants: 200
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $45.0M | $0 | $0 |
| 2023 | 225 | $48.0M | $0 | $0 |
| 2022 | 245 | $48.5M | $0 | $0 |
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 | $25,607 | — | $25,607 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,607
- Estimated Expense Ratio: 0.057% 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 | $718,483 | $106,343 | — | $25,607 | — |
| 2023 | $1,368,267 | $66,995 | — | $24,518 | — |
| 2022 | $411,346 | $196,486 | — | — | $33,087 |