Helios Technologies, Inc. 401(k) Retirement Plan
Sponsored by Helios Technologies, Inc. · EIN 592754337 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 1,463
- With balances
- 1,750
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $170,941 |
| Morgan Stanley | Investment management, Direct payment from the plan | $86,476 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,766 |