Plan Snapshot
- Plan Sponsor: Heat Transfer Research, INC.
- Sponsor EIN: 730723287
- Sponsor Address: PO BOX 1390, NAVASOTA, TX, 77868
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $37.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 102 | $37.5M | $2.1M | $994,067 |
| 2023 | 94 | $34.7M | $937,015 | $918,610 |
| 2022 | 91 | $28.6M | $921,035 | $923,024 |
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 |
|---|---|---|---|---|
| SEIDEL, SCHROEDER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEIDEL, SCHROEDER & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75 | — | — | — | — |
| 2023 | $100 | — | — | — | — |
| 2022 | $100 | — | — | — | — |