Pragav JAIN signed Helion Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helion Energy, Inc.'s EIN is 46-3247574.
Download the official 2024 Form 5500 (PDF) for Helion Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helion Energy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL, INC. | — | SAN FRANCISCO, CA | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | — | — | INVESTMENT ADVISORY | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1.6M | 19.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.1M | 14.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.0M | 12.8% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $790K | 9.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $555K | 7.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $532K | 6.7% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $529K | 6.7% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $489K | 6.2% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $478K | 6.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $213K | 2.7% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $157K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $74K | 0.9% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $71K | 0.9% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $71K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $46K | 0.6% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $45K | 0.6% | |
| Fidelity Small Cap Growth Mutual Fund | Mutual Funds | — | — | $41K | 0.5% | |
| DFA U.S. Small Cap Value Portfolio Mutual Fund | Mutual Funds | — | — | $25K | 0.3% | |
| American Funds US Government Securities Mutual Fund ** 635 DFA U.S. Large Company Portfolio Mutual Fund | Mutual Funds | — | — | $24K | 0.3% | |
| Participant loans Rates from 5.25% to 10.50% - 0 - | Bonds / Notes | — | — | $20K | 0.2% | |
| Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Victory RS Global Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| PIMCO Income Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Century Heritage Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Overseas Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Schwab Short Term Bond Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Schwab Treasury Inflation Protected Securities Mutual Fund | U.S. Treasuries | — | — | $3K | <0.1% | |
| Nuveen Large Cap Responsible Equity Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | — | — | CONTRACT ADMIN | $2K | — |
