# Helio Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/helio-health-inc-401k-plan

> Helio Health, INC.'s 401(k) plan: 1,069 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helio Health, INC.

- **Sponsor EIN:** 150532288

- **Sponsor Address:** 518 JAMES STREET, SUITE 200, SYRACUSE, NY, 13203

- **Plan Type:** 401(k)

- **Total Participants:** 1,069

- **Total Assets:** $22.0M

## 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|1,069|$22.0M|$1.5M|$2.4M|

| 2023|978|$19.1M|$1.2M|$2.0M|

| 2022|900|$15.1M|$1.2M|$1.8M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$182,158|—|$182,158|

| CAMBRIDGE INVESTMENT RESEARCH|BROKER|—|$81,777|$81,777|

| ACTUARIAL PENSION ANALYSTS, INC.|THIRD PARTY ADMINISTRATO|$12,225|—|$12,225|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $276,160

- **Estimated Expense Ratio:** 1.253% 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|$194,383|—|—|—|—|

| 2023|$152,062|—|—|—|—|

| 2022|$152,520|—|—|—|—|

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