What public Form 5500 filings show about the Helms Heating and Air Conditioni 401(k) plan — and how to find and check your own account.
Helms Heating and Air Conditioni (EIN 56-1660340) reports HELMS HEATING AND AIR CONDITIONING RETIREMENT SAVINGS on its most recent Form 5500, with $2.7M in plan assets across 50 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 Heating and Air Conditioni filing — schedules, fees, and providers.
Helms Heating and Air Conditioni’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 Heating and Air ConditioniHR for the recordkeeper’s name and login.