How big is Helio Group's plan?

Helio Group's plan reported $945K in assets and 47 participants for 2024.

Original filing (PDF)20250722065819NAL0005031986001

Helio Group

Name: Helio Group — Helio Group 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Helio Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helio Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Helio Group's Helio Group 401(k) Profit Sharing Plan & Trust held $945K in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$945K

Net assets (EOY)

$945K

People on this filing

Edward Rojas signed Helio Group's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Helio Group's EIN is 46-5414065.

EIN 46-5414065

Plan number 001

Plan year 2024

ACK ID 20250722065819NAL0005031986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helio Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELIO GROUP.

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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