Helm Group, Inc. 401(k) Plan
Sponsored by Helm Group, Inc. · EIN 363065097 · Plan #002
- Total assets
- $63.9M
- Net assets
- $63.9M
- Active participants
- 350
- With balances
- 305
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Choreo Llc | Investment advisory (plan) | $80,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $35,376 |
| Smith Howard Pc | Accounting | $11,000 |