Plan Snapshot
- Plan Sponsor: Heligroup Holdings, INC.
- Sponsor EIN: 464572040
- Sponsor Address: 3679 BOWEN RD, HOWELL, MI, 48855
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $19.9M
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 | 247 | $19.9M | $738,815 | $2.0M |
| 2023 | 181 | $17.2M | $574,121 | $1.6M |
| 2022 | 193 | $15.0M | $535,177 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $71,818 | — | $71,818 |
| EDWARD D JONES & CO LP | Investment Advisor | $36,398 | — | $36,398 |
| THE RETIREMENT ADVANTAGE INC | Other Service Provider | $6,875 | — | $6,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,091
- Estimated Expense Ratio: 0.579% 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 | $115,482 | — | $115,482 | — | — |
| 2023 | $100,583 | — | $100,583 | — | — |
| 2022 | $101,945 | — | $101,945 | — | — |