# Applied Industrial Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/applied-industrial-technologies-inc-401k-plan

> Applied Industrial Technologies, INC.'s 401(k) plan: 4,925 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Applied Industrial Technologies, INC.

- **Sponsor EIN:** 340117420

- **Sponsor Address:** ONE APPLIED PLAZA, CLEVELAND, OH, 441152511

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

- **Total Participants:** 4,925

- **Total Assets:** $862.3M

## 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|4,925|$862.3M|$5.9M|$32.8M|

| 2023|5,010|$774.4M|$10.2M|$32.5M|

| 2022|4,785|$641.4M|$9.3M|$29.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$496,309|—|$496,309|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|$74,636|$201|$74,837|

| BOB MARKEY FREDOROVICH|ACCOUNTANT|$40,000|—|$40,000|

| PLANTE AND MORAN PLLC|ACCOUNTANT|$5,500|—|$5,500|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [BOB MARKEY FREDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $616,646

- **Estimated Expense Ratio:** 0.072% 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|$621,378|$74,636|$496,309|$45,500|—|

| 2023|$565,026|$59,882|$457,238|$44,915|—|

| 2022|$623,547|$61,738|$517,087|—|$44,722|

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