How big is Helios Education Foundation's plan?

Helios Education Foundation's plan reported $12.8M in assets and 38 participants for 2025.

Original filing (PDF)20260508193013NAL0007741666001

Helios Education Foundation

Name: Helios Education Foundation — Helios Education, Form 5500 (2025)
Creator: Helios Education Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helios Education Foundation 403(b) Plan

403(b) retirement plan · Helios Education Foundation's Helios Education Foundation 403(b) Plan held $12.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Stacy Tucker signed Helios Education Foundation's 2025 Form 5500 as plan administrator.

Stacy Tucker — 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 Education Foundation's EIN is 94-2850977.

EIN 94-2850977

Plan number 001

Plan year 2025

ACK ID 20260508193013NAL0007741666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Helios Education Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Helios Education Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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 EDUCATION FOUNDATION.

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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