What public Form 5500 filings show about the Helion Technologies, Inc. 401(k) plan — and how to find and check your own account.
Helion Technologies, Inc. (EIN 52-2179042) reports HELION TECHNOLOGIES, INC. 401(K) PLAN on its most recent Form 5500, with $5.8M in plan assets across 120 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Helion Technologies, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Helion Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIME BENEFITS, LPL FINANCIAL, WILSHIRE ADVISORS.