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

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ahmad, Zavitsanos & Mensing AZA Cash Balance Plan · all filings	HOUSTON, TX	Investment manager	49	$5.5M	$33K	$0
Ahmad, Zavitsanos & Mensing AZA Cash Balance Plan · all filings	HOUSTON, TX	Investment manager	40	$4.7M	$29K	$0