Helgesen Industries, Inc. Profit Sharing 401(k) Plan
Sponsored by Helgesen Industries, Llc · EIN 391271042 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 246
- With balances
- 255
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,243 |
| Spectrum Investment Advi | Investment advisory (plan), Direct payment from the plan | $40,246 |
| Spectrum Investment | Investment advisory (plan), Direct payment from the plan | $12,038 |