HELM GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the HELM GROUP, INC. 401(k) plan — and how to find and check your own account.
The HELM GROUP, INC. 401(k) on its latest Form 5500
HELM GROUP, INC. (EIN 36-3065097) reports HELM GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $63.9M in plan assets across 350 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 GROUP, INC. filing — schedules, fees, and providers.
Who runs the HELM GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HELM GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SMITH HOWARD PC, CHOREO.
How to check your HELM GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask HELM GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).