Helm43, Llc 401(k) & Profit Sharing Plan
Sponsored by Helm43, Llc · EIN 381247455 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 306
- With balances
- 193
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $24,911 |
| Rbc Capital Markets Corp, Llc | Investment management, Shareholder servicing fees | $17,874 |
| Proaccount | Investment advisory (participants) | $11,258 |
| Nationwide | Investment management, Shareholder servicing fees | $2,042 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $375 |