# Heat Transfer Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/heat-transfer-equipment-company-401k-plan

> Heat Transfer Equipment Company's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Thermal Windows, INC.](https://planprovider.pro/companies/thermal-windows-inc-401k-plan) — 105 participants

- [Fabsco Shell And Tube LLC](https://planprovider.pro/companies/fabsco-shell-and-tube-llc-401k-plan) — 159 participants

- [Bs&B Safety Systems, LLC](https://planprovider.pro/companies/bs-b-safety-systems-llc-401k-plan-004) — 169 participants

- [Kenco International, INC.](https://planprovider.pro/companies/kenco-international-inc-401k-plan) — 90 participants

- [Crosby Us Acquisition Corp.](https://planprovider.pro/companies/crosby-us-acquisition-corp-401k-plan-017) — 175 participants

- [Energy Process Technologies, INC.](https://planprovider.pro/companies/energy-process-technologies-inc-401k-plan) — 178 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heat-transfer-equipment-company-401k-plan)

© 2026 PlanProvider.Pro