Find an old Columbus McKinnon 401(k)
Columbus Mckinnon Corporation Thrift 401(k) Plan
Columbus Mckinnon Corporation · Plan 013 · EIN 16-0547600 · Charlotte, NC
| Plan administrator | Columbus Mckinnon Corporation 13320 Ballantyne Corporate Place, Suite D, Charlotte, NC 28277 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 888 separated participants still had money in the plan | Form 5500 ↗ |
Columbus Mckinnon Corporation Employee Stock Ownership Plan
Columbus Mckinnon Corporation · Plan 016 · EIN 16-0547600 · Charlotte, NC
| Plan administrator | Columbus Mckinnon Corporation 13320 Ballantyne Corporate Place, Charlotte, NC 28227 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 166 separated participants still had money in the plan | Form 5500 ↗ |
Columbus Mckinnon Corporation Hourly 401(k) Plan
Columbus Mckinnon Corporation · Plan 018 · EIN 16-0547600 · Getzville, NY
| Plan administrator | Columbus Mckinnon Corporation 205 Crosspoint Parkway, Getzville, NY 14068 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid. Inv. Inst. Ops. Co. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Pension Plan for Bargaining Unit Employees of Columbus Mckinnon Corporation
Columbus Mckinnon Corporation · Plan 004 · EIN 16-0547600 · Getzville, NY
| Plan administrator | Columbus Mckinnon Corporation 205 Crosspoint Parkway, Getzville, NY 14068 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Columbus Mckinnon Corporation Monthly Retirement P
Columbus Mckinnon Corporation · Plan 012 · EIN 16-0547600 · Getzville, NY
| Plan administrator | Columbus Mckinnon Corporation 205 Crosspoint Parkway, Getzville, NY 14068-1605 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Cbiz Benefits and Insurance Service | 2024 Schedule C ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Columbus McKinnon 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Columbus McKinnon 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Columbus Mckinnon Corporation, (716) 689-5400. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Columbus McKinnon 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (716) 689-5400.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Columbus McKinnon and does not hold accounts. Not financial advice. Report a correction