Original filing (PDF)20250408174449NAL0030412272001

HEAT TRANSFER EQUIPMENT CO INC

Name: HEAT TRANSFER EQUIPMENT CO INC — HEAT TRANSFER EQUIPMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HEAT TRANSFER EQUIPMENT CO INC

Form 5500-SF

FILING_RECEIVED

HEAT TRANSFER EQUIPMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAT TRANSFER EQUIPMENT CO INC.

Plan sponsor

Name

HEAT TRANSFER EQUIPMENT CO INC

EIN

94-2223103

Address

175 HARVARD AVE · HALF MOON BAY, CA · 940194030

Phone

(650) 873-4353

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

SBP CONSULTING, INC.

SBP CONSULTING, INC. 401(K) PROFIT SHARING PLAN

$2.1M · 46 participants

ANCILLARY SERVICES MANAGEMENT

ANCILLARY SERVICES MANAGEMENT 401(K) PS PLAN

$2.1M · 6 participants

TWO OCTOBERS, LLC

TWO OCTOBERS, LLC 401(K) PLAN

$2.1M · 10 participants

TIMBERWOLF TOOLS INC

TIMBERWOLF TOOLS INC 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 3 participants

NOVABIOASSAYS LLC

NOVABIOASSAYS LLC 401(K) PROFIT SHARING PLAN AND TRUST