Plan Ledger DOL Form 5500 · updated monthly

Bodycote Surface Technology Inc.401(k)

BODYCOTE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bodycote Surface Technology Inc. reported $67,956 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,362 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.50% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,987th-largest of 5,688 plans among Texas employers on file, and the 5,821st of 13,661 in manufacturing. In 2024, employees put in $4.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,594,356
Participants with balances256
Active participants184
Employer contributions$250,682
Employee contributions$1,138,362
Employer contribution per active participant$1,362
Average account balance$80,447
Benefits paid to participants$1,067,977
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 256 accts · $251K emplr
2023$18.0M · 251 accts · $2.2M emplr
2022$13.2M · 244 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,631
Audit (IQPA)$5,325
Total administrative$67,956
The Bodycote Surface Technology Inc. 401(k) match · 2024
Employer contribution per active participant$1,362
Median for plans this size$2,416
2024$1,362 per active participant
2023$12,444 per active participant
2022$1,270 per active participant

Bodycote Surface Technology Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,631
401K ADVISIORS, INC · Investment advisory (plan)$15,000
BARNES DENNIG · Accounting / audit$5,325

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$67,956 · 0.35%
2023$43,363 · 0.28%
2022$76,437 · 0.50%
Similar plansManufacturing · Texas
Hobas Pipe USA, Inc. TX$20.8M · 0.09%
Inhance Technologies, LLC TX$20.8M · 0.38%
National Presort, LP TX$20.7M · 0.77%
Utex Industries, Inc. TX$20.7M · 0.42%
Alimak Group USA Inc. TX$20.5M · 0.06%
The Shaw Group, LLC TX$20.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621283960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.