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Original filing (PDF)20251015214003NAL0007492160001
HYSTER-YALE MATERIALS HANDLING, INC.
Form 5500
FILING_RECEIVED
THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN
Defined-benefit pension plan
Signals · 2
~100 bps in Sched C feesNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
—
Plan assets (EOY)
$45.0M
Net assets (EOY)
$45.0M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 100 bps in Schedule C fees — 247% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYSTER-YALE MATERIALS HANDLING, INC..
Plan sponsor
Name
HYSTER-YALE MATERIALS HANDLING, INC.
EIN
93-0160700
Address
5875 LANDERBROOK DRIVE, SUITE 300 · CLEVELAND, OH · 44124
Phone
(252) 561-5301
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
021
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | 23-2811930 | — | ADVISORY | $106K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $276K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | NONE | $44K | — |
| CROWE LLP | 35-0921680 | — | NONE | $26K | — |
Investments
7 direct securities· $46.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Inc. | — | — | — | $11.6M | 25.9% | |
| The Vanguard Group Inc. | — | — | — | $9.2M | 20.4% | |
| The Vanguard Group Inc. | — | — | — | $8.6M | 19.0% | |
| The Vanguard Group Inc. | — | — | — | $8.0M | 17.8% | |
| The Vanguard Group Inc. | — | — | — | $4.8M | 10.7% | |
| The Vanguard Group Inc. | — | — | — | $4.0M | 8.9% | |
| First American Funds Trust | — | — | — | $500K | 1.1% |