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

> Helion Technologies, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 522179042

- **Sponsor Address:** 3000 FALLS ROAD, BALTIMORE, MD, 21211

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

- **Total Participants:** 120

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|120|$5.8M|$202,533|$547,943|

| 2023|107|$4.6M|$168,839|$466,903|

| 2022|96|$3.4M|$141,841|$380,485|

## 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|

| T. E. LOTT & COMPANY|Auditor|—|—|$0|

## 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|$47,620|—|$47,620|—|—|

| 2023|$39,168|—|$39,168|—|—|

| 2022|$35,698|—|$35,573|—|$125|

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