# Heli-One (U.S.) INC. 401(k) Plan
Source: https://planprovider.pro/companies/heli-one-u-s-inc-401k-plan

> Heli-One (U.S.) INC.'s 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/hagen-kurth-perman-and-co-ps) — 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|—|—|

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