What public Form 5500 filings show about the Helfman Enterprises, Inc. 401(k) plan — and how to find and check your own account.
Helfman Enterprises, Inc. (EIN 74-2200964) reports HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $27.5M in plan assets across 483 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Helfman Enterprises, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Helfman Enterprises, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONE DIGITAL INVESTMENT ADVISORS, LEGACY ASSET MANAGEMENT.
