Back to filter
Original filing (PDF)20250702110537NAL0019682512001
HEAT TRANSFER EQUIPMENT COMPANY
Form 5500
FILING_RECEIVED
HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
125
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAT TRANSFER EQUIPMENT COMPANY.
Plan sponsor
Name
HEAT TRANSFER EQUIPMENT COMPANY
EIN
73-0961266
Address
1515 N. 93RD E. AVE. · TULSA, OK · 74115
Phone
(918) 836-8721
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, N.A. | 73-0780382 | TULSA, OK | TRUSTEE | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGAN TAYLOR LLP | 73-1413977 | TULSA, OK | AUDITOR | $18K | — |
Investments
15 direct securities · 2 pooled funds· $26.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.3M
15 holdings
Common Collective Trust
$12.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $12.5M | 90.8% | |
| BOKF, NA Strategic Large Cap Fund | — | — | — | $3.0M | 21.5% | |
| BOKF, NA Retirement 2050 Fund | — | — | — | $2.5M | 18.6% | |
| BOKF, NA Retirement 2040 Fund | — | — | — | $2.4M | 17.4% | |
| BOKF, NA Retirement 2020 Fund | — | — | — | $1.7M | 12.6% | |
| BOKF, NA Strategic Mid Cap Fund | — | — | — | $647K | 4.7% | |
| with various maturities - | — | — | — | $517K | 3.8% | |
| BOKF, NA Strategic Small Cap Fund | — | — | — | $480K | 3.5% | |
| BOKF, NA Retirement 2060 Fund | — | — | — | $409K | 3.0% | |
| Cavanal Hill Government Securities Money Market Fund | — | — | — | $370K | 2.7% | |
| BOKF, NA Retirement Conservative Fund | — | — | — | $329K | 2.4% | |
| BOKF, NA Strategic Fixed Income Fund | — | — | — | $324K | 2.4% | |
| BOKF, NA Retirement 2030 Fund | — | — | — | $316K | 2.3% | |
| BOKF, NA Strategic International Fund | — | — | — | $242K | 1.8% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST CO. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $175K | 1.3% | |
| BOKF, NA Retirement 2070 Fund | — | — | — | $85K | 0.6% | |
| BOKF, NA Financial Retirement Income | — | — | — | $6K | <0.1% |