Helix Environmental Planning 401 K Profit Sharing Plan Trust
Sponsored by Helix Environmental Planning · EIN 330493636 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 248
- With balances
- 211
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $41,776 |
| Empower Annuity Insurance Company | Recordkeeping fees | $40,132 |
| Empower Advisory Group, Llc | Investment management | $7,651 |
| Blue Ridge Esop Associates | Contract administrator | $2,375 |