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Original filing (PDF)20250703111258NAL0000543153001
THE TIMKEN COMPANY
Form 5500
FILING_RECEIVED
THE TIMKEN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,749
Accounts w/ balance
7,714
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 74% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE TIMKEN COMPANY.
Plan sponsor
Name
THE TIMKEN COMPANY
EIN
34-0577130
Address
4500 MOUNT PLEASANT ST NW · NORTH CANTON, OH · 44720
Phone
(234) 262-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
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)
3H · Sponsor in controlled / affiliated group
2I · Stock bonus
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $738K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $333K | — |
Investments
27 direct securities · 1 pooled fund· $2.4B(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
$1.2B
27 holdings
Master Trust
$1.2B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER TRUST FOR TIMKEN CO. DC PLAN THE TIMKEN COMPANY · EIN 04-3804445 / PN 001 | Master Trust | — | — | $1.2B | 98.1% | |
| SSGA S&P 500(R) INDEX NL SER N | — | — | — | $216.7M | 17.6% | |
| FIDELITY BLUECHIP GROWTH COMMINGLED PL | — | — | — | $118.5M | 9.6% | |
| THE VANGUARD TARGET RETIRE 2035 TRUST IIVG2035 | — | — | — | $99.8M | 8.1% | |
| T ROWE PRICE STABLE VALUE COMMON TRST N | — | — | — | $82.5M | 6.7% | |
| THE VANGUARD TARGET RETIRE 2025 TRUST IIVG2025 | — | — | — | $77.2M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRUST IIVG2030 | — | — | — | $70.3M | 5.7% | |
| JPMCB CORE BOND FUND-CF | — | — | — | $63.4M | 5.2% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $54.8M | 4.5% | |
| SSGA RUSSELL SMALL CAP INDEX NL SER A | — | — | — | $53.1M | 4.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRUST IIVG2045 | — | — | — | $49.5M | 4.0% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US INDEX K | — | — | — | $46.3M | 3.8% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $44.4M | 3.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRUST IIVG2040 | — | — | — | $40.0M | 3.3% | |
| THE VANGUARD TARGET RETIRE INCM TRUST IIVGRINC | — | — | — | $33.2M | 2.7% | |
| WESTERN ASSET CORE PLUS BOND R1 | — | — | — | $30.0M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2050 TRUST IIVG2050 | — | — | — | $26.5M | 2.2% | |
| THE VANGUARD TARGET RETIRE 2055 TRUST IIVG2055 | — | — | — | $18.8M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2020 TRUST IIVG2020 | — | — | — | $18.2M | 1.5% | |
| AMERICAN BEACON SMALL CP VAL INST | — | — | — | $16.6M | 1.4% | |
| WILLIAM BLAIR SMALL CAP GROWTH CIT CL 3 | — | — | — | $15.4M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2060 TRUST IIVG2060 | — | — | — | $13.6M | 1.1% | |
| STATE STREET S&P 500 INDEX NON-LENDING A | — | — | — | $8.6M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2065 TRUST IIVG2065 | — | — | — | $5.7M | 0.5% | |
| T ROWE STABLE VALUE SHARE CLASS Z | — | — | — | $2.1M | 0.2% | |
| JPMCB CORE BOND FUND INV | — | — | — | $591K | <0.1% | |
| STATE STREET RUSSELL SM CAP INDX NL CL A | — | — | — | $420K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRUST II | — | — | — | $393K | <0.1% |