HELIOS WEALTH ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$10.3M

Filings (rows)

Direct comp

$61K

Indirect comp

SERVICES PROVIDED

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
AHMAD, ZAVITSANOS & MENSING AZA CASH BALANCE PLAN	HOUSTON, TX	Other INVEST MANAGEMENT	49	$5.5M	$33K
AHMAD, ZAVITSANOS & MENSING AZA CASH BALANCE PLAN	HOUSTON, TX	Other INVEST MANAGEMENT	40	$4.7M	$29K