Helix Traffic Solutions 401(k) Plan
Sponsored by Helix Traffic Solutions, Llc · EIN 822510008 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 2,386
- With balances
- 922
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance | Recordkeeping | $53,952 |
| B. Riley Wealth Advisors, Inc. | Investment advisory (participants) | $33,675 |
| Duncan Williams Asset Management | Investment advisory (participants) | $5,713 |