Helion Energy Retirement Trust
Sponsored by Helion Energy, Inc. · EIN 463247574 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 310
- With balances
- 310
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Decimal, Inc. | Recordkeeping fees | $27,038 |
| Assuredpartners Capital Inc | Investment advisory (plan) | $6,014 |
| Hunnex And Shoemaker Inc | Contract administrator | $2,152 |