Plan Snapshot
- Plan Sponsor: Helios Technologies, INC.
- Sponsor EIN: 592754337
- Sponsor Address: 7456 16TH STREET EAST, SARASOTA, FL, 34243
- Plan Type: 401(k)
- Total Participants: 1,463
- Total Assets: $159.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,463 | $159.4M | $4.3M | $6.8M |
| 2023 | 1,276 | $134.2M | $3.2M | $5.9M |
| 2022 | 1,213 | $113.6M | $3.0M | $5.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $170,941 | — | $170,941 |
| MORGAN STANLEY | NONE | $86,476 | — | $86,476 |
| CHARLES SCHWAB & CO., INC. | NONE | $5,766 | — | $5,766 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORGAN STANLEY — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $263,183
- Estimated Expense Ratio: 0.165% 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 | $260,495 | $118,899 | — | — | — |
| 2023 | $232,582 | $121,902 | — | — | — |
| 2022 | $180,131 | $85,973 | — | — | — |