What public Form 5500 filings show about the Helios Technologies, Inc. 401(k) plan — and how to find and check your own account.
Helios Technologies, Inc. (EIN 59-2754337) reports HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $159.4M in plan assets across 1,463 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 Helios 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Helios Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED HEALTHCARE SERVICES, BALDWIN GROUP SOUTHEAST, CHARLES SCHWAB & CO, MORGAN STANLEY, SUN LIFE ASSURANCE OF CANAD.
