What public Form 5500 filings show about the HELM Bank USA 401(k) plan — and how to find and check your own account.
HELM Bank USA (EIN 65-0159184) reports HELM BANK USA 401(K) PLAN on its most recent Form 5500, with $29.8M in plan assets across 239 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 HELM Bank USA 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HELM Bank USA 401(k).
