# Heliogen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heliogen-inc-401k-plan

> Heliogen, INC.'s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heliogen, INC.

- **Sponsor EIN:** 462456201

- **Sponsor Address:** 130 W. UNION STREET, PASADENA, CA, 91103

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

- **Total Participants:** 59

- **Total Assets:** $11.4M

## 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|59|$11.4M|$698,221|$1.4M|

| 2023|146|$9.5M|$1.0M|$2.2M|

| 2022|215|$6.3M|$836,542|$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|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$23,209|$17,634|$5,575|—|—|

| 2023|$59,133|$53,053|$6,080|—|—|

| 2022|$44,434|—|$44,434|—|—|

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