Plan Snapshot
- Plan Sponsor: Heli-One (U.S.) INC.
- Sponsor EIN: 841719617
- Sponsor Address: 222 WEST LAS COLINAS BLVD STE 2050, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $11.4M | $254,454 | $523,919 |
| 2023 | 46 | $10.6M | $313,402 | $624,129 |
| 2022 | 51 | $8.8M | $283,555 | $549,052 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAGEN, KURTH, PERMAN & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN, KURTH, PERMAN & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,510 | $4,192 | — | — | — |
| 2023 | $9,103 | $2,695 | — | — | — |
| 2022 | $6,229 | — | $6,229 | — | — |