How big is Helios & Partners Advisory, Inc.'s plan?

Helios & Partners Advisory, Inc.'s plan reported $321K in assets and 16 participants for 2024.

Original filing (PDF)20250707132535NAL0005886560001

Helios & Partners Advisory, Inc.

Name: Helios & Partners Advisory, Inc. — Helios 401(k), Form 5500 (2024)
Creator: Helios & Partners Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helios 401(k) Plan

401(k) retirement plan · Helios & Partners Advisory, Inc.'s Helios 401(k) Plan held $321K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

Plan identifiers

Helios & Partners Advisory, Inc.'s EIN is 99-1676869.

EIN 99-1676869

Plan number 001

Plan year 2024

ACK ID 20250707132535NAL0005886560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helios & Partners Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helios & Partners Advisory, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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