Plan Snapshot
- Plan Sponsor: Helios Quantitative Research, LLC
- Sponsor EIN: 452649494
- Sponsor Address: 8757 AUBURN FOLSOM ROAD, SUITE 2371, GRANITE BAY, CA, 957460365
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.6M
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 | 12 | $1.6M | $78,015 | $136,050 |
| 2023 | 11 | $1.1M | $90,476 | $189,832 |
| 2022 | 0 | $933,630 | $75,669 | $163,412 |