What public Form 5500 filings show about the Helms Briscoe Performance Group, 401(k) plan — and how to find and check your own account.
Helms Briscoe Performance Group, (EIN 86-0790056) reports HELMS BRISCOE PERFORMANCE GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $2.0M in plan assets across 34 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 Helms Briscoe Performance Group, filing — schedules, fees, and providers.
Helms Briscoe Performance Group,’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Helms Briscoe Performance Group,HR for the recordkeeper’s name and login.
