Heligroup Holdings, Inc. 401(k) Plan
Sponsored by Heligroup Holdings, Inc. · EIN 464572040 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 247
- With balances
- 299
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $71,818 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $36,398 |
| The Retirement Advantage Inc | Contract administrator | $6,875 |