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Original filing (PDF)20251014081658NAL0005032642001
SKF USA INC.
Form 5500
FILING_RECEIVED
SKF USA INC. 401(K) RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,323
Accounts w/ balance
3,629
Plan assets (EOY)
$816.0M
Net assets (EOY)
$816.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKF USA INC..
Plan sponsor
Name
SKF USA INC.
EIN
23-1043740
Address
801 LAKEVIEW DR · SUITE 120 · BLUE BELL, PA · 19422
Phone
(267) 436-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $366K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $249K | — |
Investments
6 direct securities · 13 pooled funds· $576.3M(71% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$383.4M
13 holdings
Uncategorized
$192.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 MASTER TRUST | — | — | — | $60.6M | 7.4% | |
| VANGUARD RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $60.6M | 7.4% | |
| VANGUARD RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $54.2M | 6.6% | |
| VFTC RET SAVINGS MASTER TRUST | — | — | — | $52.8M | 6.5% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $52.8M | 6.5% | |
| VFTC TARGET RET. 2025 MASTER TRUST | — | — | $54.7M | $48.4M | 5.9% | |
| VANGUARD RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $48.4M | 5.9% | |
| VANGUARD RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $44.3M | 5.4% | |
| VANGUARD RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.4M | 4.2% | |
| VANGUARD RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $22.2M | $23.7M | 2.9% | |
| VFTC TARGET RET 2055 MASTER TR | — | — | — | $21.7M | 2.7% | |
| VANGUARD RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.7M | 2.7% | |
| VANGUARD RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $20.3M | 2.5% | |
| VANGUARD RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.1M | 1.2% | |
| VFTC TARGET RET. INCOME MASTER TRUS | — | — | — | $9.1M | 1.1% | |
| VANGUARD RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.1% | |
| VANGUARD RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.4% | |
| VFTC TARGET RET 2070 MASTER TR. | — | — | — | $212K | <0.1% | |
| VANGUARD RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $212K | <0.1% |