Plan Ledger DOL Form 5500 · updated monthly

Heat Transfer Solutions, Inc.401(k)

HTS ENGINEERING, LTD 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Heat Transfer Solutions, Inc. reported $12,847 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 5 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,654th-largest of 5,688 plans among Texas employers on file, and the 1,470th of 4,246 in wholesale trade. active participation has grown from 270 to 437 since 2019.

Plan summary
Net assets, end of year$27,250,041
Participants with balances257
Active participants437
Employer contributions$0
Employee contributions$3,124,544
Employer contribution per active participant$0
Average account balance$106,031
Benefits paid to participants$800,818
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$27.3M · 257 accts
2023$21.5M · 235 accts
2022$16.0M · 207 accts
2019$10.4M · 165 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,900
Investment management$9,847
Total administrative$12,847
The Heat Transfer Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Heat Transfer Solutions, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$9,831
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Administrative cost history4
2024$12,847 · 0.05%
2023$11,062 · 0.06%
2022$7,598 · 0.05%
2019$3,519 · 0.04%
Same employer
Similar plansWholesale Trade · Texas
T. F. Hudgins, Inc. TX$28.1M · 0.08%
Abatix Corp. TX$27.8M · 0.31%
Trans-Tech Energy, LLC TX$26.2M · 0.47%
Insco Distributing, Inc. TX$26.0M · 0.05%
Boedeker Plastics Inc. TX$25.7M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760653510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.