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

> Helios Technologies, INC.'s 401(k) plan: 1,463 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Hoerbiger America Holding, INC.](https://planprovider.pro/companies/hoerbiger-america-holding-inc-401k-plan) — 1,112 participants

- [Gws Holdings](https://planprovider.pro/companies/gws-holdings-401k-plan) — 536 participants

- [Gws Tool, LLC](https://planprovider.pro/companies/gws-tool-llc-401k-plan) — 495 participants

- [L3harris Technologies, INC.](https://planprovider.pro/companies/l3harris-technologies-inc-plan-038) — 494 participants

- [L3harris Technologies, INC.](https://planprovider.pro/companies/l3harris-technologies-inc-plan-023) — 4,320 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/helios-technologies-inc-401k-plan)

© 2026 PlanProvider.Pro