# Helion Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/helion-energy-plan

> Helion Energy, INC.'s 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helion Energy, INC.

- **Sponsor EIN:** 463247574

- **Sponsor Address:** 1415 75TH ST SW, EVERETT, WA, 98203

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

- **Total Participants:** 310

- **Total Assets:** $7.9M

## 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|310|$7.9M|$1.1M|$2.1M|

| 2023|255|$3.9M|$698,103|$1.1M|

| 2022|103|$1.6M|$201,487|$366,528|

## 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|

| DECIMAL, INC.|RECORDKEEPER|$27,038|—|$27,038|

| HUNNEX AND SHOEMAKER INC|CONTRACT ADMIN|$2,152|$18,395|$20,547|

| ASSUREDPARTNERS CAPITAL INC|INVESTMENT ADVISORY|$6,014|—|$6,014|

| CLARK NUBER P.S.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,599

- **Estimated Expense Ratio:** 0.675% 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|$35,204|$6,014|$2,152|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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