The Bodycote International, Inc. Retirement Plan
Sponsored by Bodycote Imt, Inc. · EIN 042438005 · Plan #001
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 1,020
- With balances
- 1,936
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $182,764 |
| Financial Engines | Investment advisory (participants), Direct payment from the plan | $88,020 |
| Edelman Financial Engines Llc | Investment advisory (participants), Direct payment from the plan | $19,980 |
| Mercer | Investment advisory (participants), Direct payment from the plan | $18,605 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |