Kristin Olszak signed Helix Environmental Planning's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helix Environmental Planning's EIN is 33-0493636.
Download the official 2024 Form 5500 (PDF) for Helix Environmental Planning from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helix Environmental Planning's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVEST.ADVISOR | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGER |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $2K | — |
