Helena Laboratories Corporation 401(k) Profit Sharing Plan
Sponsored by Helena Laboratories Corporation · EIN 741718734 · Plan #001
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 324
- With balances
- 266
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Kestra Investment Services Llc | Investment management | $36,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,625 |