How big is Helio Risk, LLC's plan?

Helio Risk, LLC's plan reported $90K in assets and 3 participants for 2024.

Original filing (PDF)20250814133649NAL0022167154001

Helio Risk, LLC

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

Form 5500-SF

FILING_RECEIVED

Helio Risk, LLC 401(k) Plan

401(k) retirement plan · Helio Risk, LLC's Helio Risk, LLC 401(k) Plan held $90K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Blake KERR signed Helio Risk, LLC's 2024 Form 5500 as plan administrator.

Blake KERR — 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 Risk, LLC's EIN is 88-3629997.

EIN 88-3629997

Plan number 001

Plan year 2024

ACK ID 20250814133649NAL0022167154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helio Risk, LLC'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 RISK, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HELIO RISK, LLC

EIN

all filings

Address

921 NW 63RD STREET · STE 200 · OKLAHOMA CITY, OK · 73116

Phone

(405) 960-2005

Industry

Finance & Insurance

Plan administrator