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Original filing (PDF)20251008070138NAL0005492785001
THE LINCOLN ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
THE LINCOLN ELECTRIC COMPANY EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
5,539
Accounts w/ balance
6,778
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
17 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LINCOLN ELECTRIC COMPANY.
Plan sponsor
Name
THE LINCOLN ELECTRIC COMPANY
EIN
34-0359955
Address
22801 ST. CLAIR AVENUE · CLEVELAND, OH · 44117
Phone
(216) 481-8100
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
2025-10-08
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $161K | — |
Investments
20 direct securities · 17 pooled funds· $1.2B(100% 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.
Uncategorized
$623.6M
20 holdings
Common Collective Trust
$530.7M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Electric Stock 792,127 Common Shares | — | — | — | $148.5M | 13.4% | |
| TRP BLUE CHIP GR T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $130.0M | 11.8% | |
| Fidelity Equity Index Fund | — | — | — | $114.0M | 10.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.5M | 4.4% | |
| Vanguard Retirement Savings Trust IV | — | — | — | $48.4M | 4.4% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $48.4M | 4.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $43.3M | 3.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $40.4M | 3.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $39.0M | 3.5% | |
| Fidelity Dodge & Cox Balanced Fund | — | — | — | $37.5M | 3.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $37.5M | 3.4% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | — | — | — | $37.2M | 3.4% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $34.3M | 3.1% | |
| Fidelity Vanguard Small-Cap Index Institutional | — | — | — | $34.2M | 3.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $33.9M | 3.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $33.4M | 3.0% | |
| Fidelity American Washington Mutual Fund | — | — | — | $33.1M | 3.0% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $28.5M | 2.6% | |
| Fidelity Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $25.0M | 2.3% | |
| Fidelity TCW MetWest Low Duration Bond Fund Class I | — | — | — | $23.2M | 2.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $21.5M | 1.9% | |
| Fidelity Diversified International | — | — | — | $19.9M | 1.8% | |
| Fidelity Vanguard Tot Intl | — | — | — | $15.1M | 1.4% | |
| 10.5% | — | — | — | $14.8M | 1.3% | |
| Fidelity American EuroPacific Growth Fund | — | — | — | $14.3M | 1.3% | |
| Fidelity Extended Market Index | — | — | — | $12.5M | 1.1% | |
| Fidelity Vanguard Treasury Money Market Fund Investor Shares | — | — | — | $9.0M | 0.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.6% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $5.2M | 0.5% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $2.5M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $785K | <0.1% | |
| Fidelity Money Market Government Portfolio Class I | — | — | — | $625K | <0.1% | |
| Fidelity Managed Income Portfolio CL 2 | — | — | — | $3K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% | |
| WELLINGTON MID CAP WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |