Heat Transfer Equipment Company 401(k) Plan: Login, Facts & Contact Information

Heat Transfer Equipment Company 401(k) Plan Facts

Plan name
HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEAT TRANSFER EQUIPMENT COMPANY
Participants
139 (130 active employees)
Former employees with a balance
15
Plan assets
$13,713,854 at Dec 31, 2024
Average account balance
$109,711 across 125 accounts
Employer contributions
$195,653 in plan year 2024 (21% of all contributions)
Recordkeeper
Bokf, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $923,691 went into the plan in contributions, $195,653 of it from the employer (21%).
  • $1.08 million was paid out to participants.
  • Investment and other income added $1.55 million.
  • Administrative expenses were $19,011, about $152 per account.

How the Heat Transfer Equipment Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019147$10.9 million$168,566$1.00 million
2020141$10.6 million$142,760$2.17 million
2021125$12.2 million—$330,415
2022123$10.5 million$0$296,432
2023141$12.4 million$0$527,110
2024139$13.7 million$195,653$1.08 million

Heat Transfer Equipment Company 401(k) Contact Information

Phone
918-836-8721
Mailing address
1515 N. 93RD E. AVE., TULSA OK 74115
Plan sponsor
HEAT TRANSFER EQUIPMENT COMPANY
Employer identification number (EIN)
73-0961266
Plan number
001

Questions about the Heat Transfer Equipment Company 401(k)

Does Heat Transfer Equipment Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $195,653, 21% of all contributions.

Does the Heat Transfer Equipment Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Heat Transfer Equipment Company 401(k) plan?

139 participants at the start of plan year 2024, 130 of them active employees, and 15 former employees who still had money in the plan.

What is the average 401(k) balance at Heat Transfer Equipment Company?

About $109,711 per account: $13.7 million in plan assets across 125 accounts with a balance at the end of plan year 2024.

Who manages the Heat Transfer Equipment Company 401(k) accounts?

BOK Financial (listed on the filing as BOKF, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Heat Transfer Equipment Company. How do I access my 401(k)?

Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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