Helio Health, Inc. Savings And Retirement Plan
Sponsored by Helio Health, Inc. · EIN 150532288 · Plan #002
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 1,069
- With balances
- 670
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $182,158 |
| Actuarial Pension Analysts, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,225 |
| Cambridge Investment Research | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |