Shaun Polasky signed Helios Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helios Technologies, Inc.'s EIN is 59-2754337.
Download the official 2024 Form 5500 (PDF) for Helios Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helios Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | NONE | $86K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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.
| — |
| NONE |
| $6K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund # | Common Collective Trusts | — | — | $25.1M | 15.7% | |
| Vanguard Target Retiremnt 2030 Mutual Fund # | Mutual Funds | — | — | $16.1M | 10.1% | |
| Vanguard Target Retiremnt 2040 Mutual Fund # | Mutual Funds | — | — | $14.0M | 8.8% | |
| JP Morgan Large Cap Growth R6 Mutual Fund # | Other securities | — | — | $11.3M | 7.1% | |
| Personal Choice Retirement Account Self-Directed Brokerage Account # | Self-Directed Brokerage | — | — | $11.2M | 7.0% | |
| Vanguard Target Retiremnt 2050 Mutual Fund # | Mutual Funds | — | — | $9.1M | 5.7% | |
| Helios Technologies Inc Common Stock # | Common Stocks | — | — | $6.6M | 4.1% | |
| Schwab Value Advan Money Ultra Money Market Fund # | Mutual Funds | — | — | $6.5M | 4.1% | |
| Vanguard Target Retiremnt 2020 Mutual Fund # | Mutual Funds | — | — | $6.0M | 3.8% | |
| Vanguard Target Retiremnt 2060 Mutual Fund # | Mutual Funds | — | — | $4.9M | 3.1% | |
| BNY MELLON MID CAP STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $4.3M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.2M | 2.6% | |
| Vanguard Target Retiremnt 2035 Mutual Fund # | Mutual Funds | — | — | $4.0M | 2.5% | |
| BNY MELLON SM CAP STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 364 | Common Collective Trust | — | — | $3.6M | 2.2% | |
| Mfs Value R3 Mutual Fund # | Mutual Funds | — | — | $3.4M | 2.1% | |
| T Rowe Price Overseas Stock Mutual Fund # | Mutual Funds | — | — | $3.2M | 2.0% | |
| Vanguard Target Retiremnt 2045 Mutual Fund # | Mutual Funds | — | — | $3.2M | 2.0% | |
| JP Morgan Core Bond I Mutual Fund # | Other securities | — | — | $3.0M | 1.9% | |
| Various maturity dates with * Notes receivable from participants interest rates ranging from 3.25% - 10.50% # | Bonds / Notes | — | — | $2.6M | 1.6% | |
| Vanguard Target Retiremnt 2055 Mutual Fund # | Mutual Funds | — | — | $2.5M | 1.5% | |
| Vanguard Inflation Protect Adm Mutual Fund # | Mutual Funds | — | — | $2.4M | 1.5% | |
| Fidelity International Index Mutual Fund # | Mutual Funds | — | — | $2.4M | 1.5% | |
| State St US Bnd Indx Sl Cl XIV Collective Trust Fund # | Common Collective Trusts | — | — | $2.1M | 1.3% | |
| SS U.S. BOND IND SL SF CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.1M | 1.3% | |
| Vanguard Target Retiremnt 2065 Mutual Fund # | Mutual Funds | — | — | $1.6M | 1.0% | |
| Invesco Oppe Developing Mkts Y Mutual Fund # | Mutual Funds | — | — | $1.2M | 0.7% | |
| Congress Midcap Grwth Founders Collective Trust Fund # | Common Collective Trusts | — | — | $986K | 0.6% | |
| CONGRESS MID CAP GRW CIT FOUNDER CL SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $986K | 0.6% | |
| Vanguard Target Retiremnt 2025 Mutual Fund # | Mutual Funds | — | — | $958K | 0.6% | |
| T Rowe Qm Us Sm Cap Grth Eqty Mutual Fund # | Other securities | — | — | $810K | 0.5% | |
| JP Morgan Mid Cap Value R6 Mutual Fund # | Other securities | — | — | $795K | 0.5% | |
| Vanguard Target Retmt Income Mutual Fund # | Mutual Funds | — | — | $464K | 0.3% | |
| Delaware Small Cap Value I Mutual Fund # | Other securities | — | — | $185K | 0.1% |
