AUMdb

Heat Transfer Equipment Company Savings Plan

Sponsored by Heat Transfer Equipment Company · EIN 730961266 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
130
With balances
125

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $19,011
Hogan Taylor Llp Accounting $17,800