Original filing (PDF)20231012081819NAL0020935811001

THYSSENKRUPP ROTHE ERDE USA INC.

Name: THYSSENKRUPP ROTHE ERDE USA INC. — ROTEK SALARIED AND FLORENCE HOURLY PENSION PLAN, Form 5500 (2022)
Creator: THYSSENKRUPP ROTHE ERDE USA INC.

Form 5500

FILING_RECEIVED

ROTEK SALARIED AND FLORENCE HOURLY PENSION PLAN

Defined-benefit pension plan

Signals · 1

6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THYSSENKRUPP ROTHE ERDE USA INC..

Plan sponsor

Name

THYSSENKRUPP ROTHE ERDE USA INC.

EIN

34-0906272

Address

1400 S. CHILLICOTHE ROAD · AURORA, OH · 44202

Phone

(330) 562-4000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANTE & MORAN, PLLC	38-1357951	—	NONE KNOWN	$16K	—
NEPC, LLC	26-1429809	—	NONE KNOWN	$15K	—
THYSSENKRUPP NORTH AMERICA, LLC	38-2535907	—	NONE KNOWN	$10K	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE KNOWN	$9K	—
THE BANK OF NEW YORK MELLON	13-5160382	—	NONE KNOWN	$7K	—
SEYFARTH SHAW LLP

Investments

4 pooled funds· $0

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.

Investment	Type	Current value	% of plan
TK OPPORTUNISTIC MASTER TRUST UNIT THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 004	Master Trust	$0	—
TK EQUITY MASTER TRUST UNIT THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 001	Master Trust	$0	—