Plan Snapshot
- Plan Sponsor: Bodycote Imt, INC.
- Sponsor EIN: 042438005
- Sponsor Address: 12750 MERIT DRIVE, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 1,020
- Total Assets: $140.1M
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 | 1,020 | $140.1M | $3.7M | $5.9M |
| 2023 | 1,096 | $131.4M | $3.7M | $5.8M |
| 2022 | 1,358 | $114.2M | $3.5M | $5.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $182,764 | — | $182,764 |
| FINANCIAL ENGINES | INVESTMENT ADVISOR | $88,020 | — | $88,020 |
| EDELMAN FINANCIAL ENGINES LLC | INVESTMENT ADVISOR | $19,980 | — | $19,980 |
| MERCER | INVESTMENT ADVISOR | $18,605 | — | $18,605 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,369
- Estimated Expense Ratio: 0.221% 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 | $310,029 | $126,605 | $660 | — | — |
| 2023 | $279,680 | $20,820 | — | — | — |
| 2022 | $323,748 | $71,820 | — | — | $3,515 |