# The Bosworth Company 401(k) Plan
Source: https://planprovider.pro/companies/the-bosworth-company-401k-plan

> The Bosworth Company's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bosworth Company

- **Sponsor EIN:** 751012121

- **Sponsor Address:** PO BOX 3449, MIDLAND, TX, 797023449

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

- **Total Participants:** 256

- **Total Assets:** $21.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|256|$21.3M|$461,971|$1.3M|

| 2023|250|$20.1M|$460,420|$1.3M|

| 2022|282|$18.1M|$407,697|$1.4M|

## 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|

| EMPOWER ADVISORY GROUP LLC|NONE|$77,350|—|$77,350|

| RAYMOND JAMES & ASSOCIATES|NONE|$60,609|—|$60,609|

| PENTEC PENSION MGMT|NONE|$12,604|$10,000|$22,604|

| EMPOWER ANNUITY INS CO OF AM|NONE|$17,241|—|$17,241|

| WHITLEY PENN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WHITLEY PENN, LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $177,804

- **Estimated Expense Ratio:** 0.833% 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|$170,569|$137,958|$12,604|—|—|

| 2023|$154,097|$132,845|$9,875|—|—|

| 2022|$153,825|—|—|—|$153,825|

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