Plan Ledger DOL Form 5500 · updated monthly

Timken Smo LLC401(k)

THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN FOR BARGAINING ASSOCIATES · SPRINGFIELD, MO · plan year 2025

Reported admin expense ratio · 2025
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Timken Smo LLC reported $12,108 in plan administrative expenses for 2025: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,753 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.10% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (702nd of 1,393), and 7,073rd of 13,661 in manufacturing. In 2025, employees put in $1.68 for every $1.00 the employer contributed; active participation has shrunk from 311 to 231 since 2022.

Plan summary
Net assets, end of year$15,063,891
Participants with balances260
Active participants231
Employer contributions$404,914
Employee contributions$678,751
Employer contribution per active participant$1,753
Average account balance$57,938
Benefits paid to participants$1,294,110
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH & COMPA
Plan history4
Yearassets · accounts · employer contribution
2025$15.1M · 260 accts · $405K emplr
2024$13.3M · 263 accts · $405K emplr
2023$13.8M · 301 accts · $149K emplr
2022$12.6M · 318 accts · $281K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,108
Total administrative$12,108
The Timken Smo LLC 401(k) match · 2025
Employer contribution per active participant$1,753
Median for plans this size$2,666
2025$1,753 per active participant
2024$1,842 per active participant
2023$524 per active participant
2022$903 per active participant

Timken Smo LLC's 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$12,108 · 0.09%
2024$13,312 · 0.10%
2023$13,218 · 0.10%
2022$13,939 · 0.10%
Similar plansManufacturing · Missouri
Parker Americas Inc. MO$15.6M · 0.33%
Semco LLC MO$15.6M · 0.54%
Buchheit Enterprises, Inc. MO$15.3M · 0.34%
Alan Wire Company, Inc. MO$15.0M · 0.14%
Husky Corporation MO$14.7M · 0.32%
Triumph Foods, LLC MO$14.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320422708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.