P 401(k) Plan Report

Stable plan record

HELIOS 401(K) PLAN

Sponsored by HELIOS & PARTNERS ADVISORY, INC. · EIN/PN 991676869-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,291
Administrative cost per participant
2025
$69
Active participants
2025
11
Total plan assets
2025
$565,181
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602093618NAL000092656000111$4,291
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.