Plan Ledger DOL Form 5500 · updated monthly

Heat Transfer Research, Inc.401(k)

HEAT TRANSFER RESEARCH, INC. 401(K) PLAN · NAVASOTA, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Heat Transfer Research, Inc. reported $75 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,615 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,307th-largest of 5,688 plans among Texas employers on file, and the 3,859th of 13,661 in manufacturing. In 2024, the employer put in $2.12 for every $1.00 employees contributed themselves; active participation has grown from 91 to 102 since 2022.

Plan summary
Net assets, end of year$37,474,805
Participants with balances133
Active participants102
Employer contributions$2,102,760
Employee contributions$994,067
Employer contribution per active participant$20,615
Average account balance$281,765
Benefits paid to participants$5,348,327
Plan auditUnmodified (clean) audit opinion
AuditorSEIDEL, SCHROEDER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 133 accts · $2.1M emplr
2023$34.7M · 125 accts · $937K emplr
2022$28.6M · 124 accts · $921K emplr
The Heat Transfer Research, Inc. 401(k) match · 2024
Employer contribution per active participant$20,615
Median for plans this size$2,416
2024$20,615 per active participant
2023$9,968 per active participant
2022$10,121 per active participant

Heat Transfer Research, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75 · 0.00%
2023$100 · 0.00%
2022$100 · 0.00%
Similar plansManufacturing · Texas
Cacique Foods LLC TX$39.4M · 0.32%
Lawler Foods, LTD. TX$37.7M · 0.22%
Foxconn Assembly, LLC TX$37.7M · 0.10%
Quva Pharma, Inc. TX$37.4M · 0.35%
Norit Americas Inc. TX$36.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730723287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.