How big is Helios CR, Inc.'s plan?

Helios CR, Inc.'s plan reported $1.3M in assets and 83 participants for 2023.

Original filing (PDF)20240918165314NAL0008345904001

Helios CR, Inc.

Name: Helios CR, Inc. — Helios Clinical Research Inc., Form 5500 (2023)
Creator: Helios CR, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helios Clinical Research Inc. 401(k) Plan

401(k) retirement plan · Helios CR, Inc.'s Helios Clinical Research Inc. 401(k) Plan held $1.3M in plan assets for 83 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Natalie Gassen signed Helios CR, Inc.'s 2023 Form 5500 as plan administrator.

Natalie Gassen — 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

Helios CR, Inc.'s EIN is 88-1159236.

EIN 88-1159236

Plan number 001

Plan year 2023

ACK ID 20240918165314NAL0008345904001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Helios CR, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Helios CR, Inc.'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 HELIOS CR, INC.

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Plan health score

Above-average plan

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

Knocking points off