Plan Snapshot
- Plan Sponsor: Heat Transfer Equipment Company
- Sponsor EIN: 730961266
- Sponsor Address: 1515 N. 93RD E. AVE., TULSA, OK, 74115
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $13.7M
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 | 130 | $13.7M | $195,653 | $711,905 |
| 2023 | 119 | $12.4M | $0 | $626,902 |
| 2022 | 107 | $10.5M | $0 | $532,777 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | $17,800 | — | $17,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,800
- Estimated Expense Ratio: 0.130% 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 | $19,011 | — | — | $17,800 | — |
| 2023 | $35,159 | — | — | $32,000 | — |
| 2022 | $6,467 | — | — | — | $6,467 |