# Bodycote Imt, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bodycote-imt-inc-401k-plan

> Bodycote Imt, INC.'s 401(k) plan: 1,020 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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