AUMdb

Helical Drilling 401(k) Profit Sharing Plan

Sponsored by Helical Drilling, Inc. · EIN 364615460 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
95
With balances
147

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Focus Operating Llc Dba Neirg Wealt Investment advisory (plan) $25,229
The Angell Pension Group, Inc. Recordkeeping $2,389
Empower Annuity Ins Co Of America Recordkeeping fees $1,669
Empower Advisory Group, Llc Investment management $834