Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Helfman Enterprises, Inc. · EIN 742200964 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 483
- With balances
- 444
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping fees, Recordkeeping, Other fees | $41,453 |
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $19,925 |
| Legacy Asset Management, Inc | Investment advisory (plan), Direct payment from the plan | $18,771 |