Helios & Partners Advisory, Inc. (EIN 99-1676869) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $321K in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Helios 401(k) Plan | 001 | 16 | $321K |
99-1676869 is the Employer Identification Number (EIN) Helios & Partners Advisory, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
