# Skf Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/skf-usa-inc-231043740-016

> Skf Usa INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Skf Usa INC.

- **Sponsor EIN:** 231043740

- **Sponsor Address:** 801 LAKEVIEW DR, BLUE BELL, PA, 19422

- **Plan Type:** 401(k)

- **Plan Number:** 016

- **Total Participants:** 0

- **Total Assets:** $594.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$594.3M|$0|$0|

| 2023|0|$645.5M|$20.0M|$0|

| 2022|0|$662.0M|$20.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| J.P. MORGAN INVESTMENT|Recordkeeper|$752,414|—|$752,414|

| PPM AMERICA INC.|Other Service Provider|$312,942|—|$312,942|

| SILCHESTER INTERNATIONAL|Other Service Provider|$206,102|—|$206,102|

| MESIROW FINANCIAL INVT MGMT|Other Service Provider|$174,760|—|$174,760|

| OPTUM|Other Service Provider|$157,347|—|$157,347|

| MACQUARIE CAPITAL INVESTMENT|Other Service Provider|$122,308|—|$122,308|

| COOK AND BEILER|Other Service Provider|$108,118|—|$108,118|

| VAUGHN NELSON INVESTMENT|Other Service Provider|$107,859|—|$107,859|

| POLEN CAPITAL MANAGEMENT, LLC|Other Service Provider|$100,923|—|$100,923|

| LEUTHOLD|Other Service Provider|$95,328|—|$95,328|

| RICE HALL & JAMES|Other Service Provider|$44,124|—|$44,124|

| DANA INVESTMENTS ADV INC|Other Service Provider|$26,156|—|$26,156|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J.P. MORGAN INVESTMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,208,381

- **Estimated Expense Ratio:** 0.372% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,003,280|$2,003,280|—|—|—|

| 2023|$8,954,001|$2,397,519|—|$43,025|—|

| 2022|$9,464,937|$3,019,255|—|—|$209,316|

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