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Original filing (PDF)20251015083918NAL0002116499001
SNAP-ON INCORPORATED
Form 5500
FILING_RECEIVED
SNAP-ON INCORPORATED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
3,905
Accounts w/ balance
—
Plan assets (EOY)
$971.8M
Net assets (EOY)
$971.0M
How this plan invests
This plan
1 collective trust
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)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 335% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SNAP-ON INCORPORATED.
Plan sponsor
Name
SNAP-ON INCORPORATED
EIN
39-0622040
Address
2801 80TH STREET · KENOSHA, WI · 53143
Phone
(262) 656-5200
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT PLANS COMMITTEE UNDER SNAP-ON INC RETIREMENT PLAN
EIN
39-0622040
City
KENOSHA, WI
Phone
(262) 656-5200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | TRUSTEE | $302K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | NONE | $679K | — |
| MERCER | 13-2834414 | — | NONE | $397K | — |
| WILLIAM BLAIR FUNDS | 99-5405320 | — | NONE | $342K | — |
| MERCER INVESTMENT CONSULTING | 61-0736136 | — | NONE | $290K | — |
| BOSTON TRUST | 04-2273811 | — | NONE | $245K | — |
| KAYNE ANDERSON | 95-4486379 | — | NONE | $195K | — |
| BLACKROCK | 30-0587659 | — | NONE | $70K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $15K | — |
Investments
1 pooled fund· $971.8M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SNAP-ON TOOLS COLLECTIVE INV TRUST SNAP-ON INCORPORATED · EIN 36-3036794 / PN 201 | Master Trust | $971.8M | 100.0% |