Plan Snapshot
- Plan Sponsor: Bodycote Surface Technology INC.
- Sponsor EIN: 621283960
- Sponsor Address: 12750 MERIT DRIVE, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 184 | $20.6M | $250,682 | $1.1M |
| 2023 | 179 | $18.0M | $2.2M | $1.1M |
| 2022 | 175 | $13.2M | $222,201 | $1.0M |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | $5,325 | — | $5,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,325
- Estimated Expense Ratio: 0.026% 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 | $67,956 | — | — | $5,325 | — |
| 2023 | $43,363 | — | — | $6,500 | — |
| 2022 | $76,437 | — | — | — | — |