Plan Snapshot
- Plan Sponsor: Timken Smo LLC
- Sponsor EIN: 320422708
- Sponsor Address: 2601 W BATTLEFIELD ST, SPRINGFIELD, MO, 65807
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 220 | $13.3M | $405,235 | $666,711 |
| 2023 | 285 | $13.8M | $149,322 | $643,282 |
| 2022 | 311 | $12.6M | $280,844 | $698,140 |
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 |
|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH & COMPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,312 | — | — | — | — |
| 2023 | $13,218 | — | — | — | — |
| 2022 | $13,939 | — | — | — | — |