Helio Health, Inc. 401(k) Plan: Login, Facts & Contact Information

Helio Health, Inc. 401(k) Plan Facts

Plan name
HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HELIO HEALTH, INC.
Participants
1,164 (1,069 active employees)
Former employees with a balance
183
Plan assets
$22,032,213 at Dec 31, 2024
Average account balance
$32,884 across 670 accounts
Employer contributions
$1,547,009 in plan year 2024 (37% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1996
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.22 million went into the plan in contributions, $1.55 million of it from the employer (37%).
  • $3.71 million was paid out to participants.
  • Investment and other income added $2.63 million.
  • Administrative expenses were $194,383, about $290 per account.

How the Helio Health, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019446$6.41 million$586,978$473,338
2020533$9.02 million$829,392$510,423
2021686$17.4 million$1.56 million$1.57 million
20221,056$15.1 million$1.18 million$2.70 million
20231,092$19.1 million$1.25 million$2.05 million
20241,164$22.0 million$1.55 million$3.71 million

Helio Health, Inc. 401(k) Contact Information

Phone
315-474-5506
Mailing address
518 JAMES STREET, SUITE 200, SYRACUSE NY 13203
Plan sponsor
HELIO HEALTH, INC.
Employer identification number (EIN)
15-0532288
Plan number
002

Questions about the Helio Health, Inc. 401(k)

Does Helio Health, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.55 million, 37% of all contributions.

Does the Helio Health, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Helio Health, Inc 401(k) plan?

1,164 participants at the start of plan year 2024, 1,069 of them active employees, and 183 former employees who still had money in the plan.

What is the average 401(k) balance at Helio Health, Inc?

About $32,884 per account: $22.0 million in plan assets across 670 accounts with a balance at the end of plan year 2024.

Who manages the Helio Health, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Helio Health, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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