# Heligear Acquisition Co Dba Northstar Aerospace Ch 401(k) Plan
Source: https://planprovider.pro/companies/heligear-acquisition-co-dba-northstar-aerospace-ch-401k-plan

> Heligear Acquisition Co Dba Northstar Aerospace Ch's 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MILLER, KAPLAN, ARASE LLP](https://planprovider.pro/provider/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|—|—|—|

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