Plan Snapshot
- Plan Sponsor: Heligear Acquisition Co Dba Northstar Aerospace Ch
- Sponsor EIN: 900867867
- Sponsor Address: 6006 W 73RD STREET, BEDFORD PARK, IL, 60638
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $52.8M
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 | 299 | $52.8M | $1.1M | $2.0M |
| 2023 | 289 | $49.8M | $1.1M | $2.0M |
| 2022 | 299 | $43.9M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $99,163 | — | $99,163 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,188 | — | $14,188 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,953 | — | $9,953 |
| MILLER, KAPLAN, ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER, KAPLAN, ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,304
- Estimated Expense Ratio: 0.233% of plan assets
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 | $123,304 | $113,351 | — | — | — |
| 2023 | $109,811 | $104,965 | — | — | — |
| 2022 | $119,766 | $10,694 | — | — | — |