How big is Helio Next Holdings, Inc.'s plan?

Helio Next Holdings, Inc.'s plan reported $506K in assets and 37 participants for 2024.

Original filing (PDF)20250729151626NAL0003546849001

Helio Next Holdings, Inc.

Name: Helio Next Holdings, Inc. — Helio Next Holdings, Form 5500 (2024)
Creator: Helio Next Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helio Next Holdings Simple 401(k) Plan

401(k) retirement plan · Helio Next Holdings, Inc.'s Helio Next Holdings Simple 401(k) Plan held $506K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

Helio Next Holdings, Inc.'s EIN is 87-4733744.

EIN 87-4733744

Plan number 001

Plan year 2024

ACK ID 20250729151626NAL0003546849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helio Next Holdings, Inc.'s plan includes 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 NEXT HOLDINGS, INC..

Finding similar companies…

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