How big is Helios Global, Inc.'s plan?

Helios Global, Inc.'s plan reported $785K in assets and 2 participants for 2024.

Original filing (PDF)20250615165223NAL0000177891001

Helios Global, Inc.

Name: Helios Global, Inc. — Helios Global 401(k) Plan, Form 5500 (2024)
Creator: Helios Global, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helios Global 401(k) Plan

401(k) retirement plan · Helios Global, Inc.'s Helios Global 401(k) Plan held $785K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

People on this filing

Lynn Schrage signed Helios Global, Inc.'s 2024 Form 5500 as plan administrator.

Lynn Schrage — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Helios Global, Inc.'s EIN is 26-1142852.

EIN 26-1142852

Plan number 001

Plan year 2024

ACK ID 20250615165223NAL0000177891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helios Global, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helios Global, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HELIOS GLOBAL, INC.

EIN

all filings

Address

1405 S FERN STREET · SUITE 559 · ARLINGTON, VA · 222022810

Phone

(757) 536-1311

Industry

Professional & Technical Services

Plan administrator