How big is Helton House, Inc.'s plan?

Helton House, Inc.'s plan reported $867K in assets and 62 participants for 2024.

Original filing (PDF)20250929083359NAL0004915107001

Helton House, Inc.

Name: Helton House, Inc. — Helton House 401(k) Plan, Form 5500 (2024)
Creator: Helton House, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helton House 401(k) Plan

401(k) retirement plan · Helton House, Inc.'s Helton House 401(k) Plan held $867K in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

People on this filing

Jackie Cole signed Helton House, Inc.'s 2024 Form 5500 as plan administrator.

Jackie Cole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Helton House, Inc.'s EIN is 03-0415086.

EIN 03-0415086

Plan number 001

Plan year 2024

ACK ID 20250929083359NAL0004915107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helton House, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helton House, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELTON HOUSE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score