Plan Snapshot
- Plan Sponsor: Helio Group
- Sponsor EIN: 465414065
- Sponsor Address: 8721 SANTA MONICA BLVD PMB 224, LOS ANGELES, CA, 900694507
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 57
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 57 | $1.3M | $0 | $0 |
| 2024 | 47 | $944,612 | $71,695 | $130,478 |
| 2023 | 40 | $966,659 | $71,859 | $138,057 |
| 2022 | 35 | $655,352 | $60,038 | $122,584 |