Monique Vasquez signed Helix Human Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helix Human Services, Inc.'s EIN is 04-2105939.
Download the official 2023 Form 5500 (PDF) for Helix Human Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Helix Human Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY, INC | 52-1473914 | — | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.3M | 56.1% | |
| Registered Investment Companies Variable annuity contracts * CREF Stock R1 | Mutual Funds | — | — | $911K | 21.8% | |
| CREF Growth R1 | Mutual Funds | — | — | $663K | 15.9% | |
| * TIAA Traditional Non Benefit Responsive | Guaranteed Income / GIC | — | — | $533K | 12.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $228K | 5.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $213K | 5.1% | |
| MFS Lifetime 2040 Fund | Mutual Funds | — | — | $202K | 4.8% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $187K | 4.5% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $180K | 4.3% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $149K | 3.6% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $148K | 3.6% | |
| * TIAA Real Estate | Pooled Separate Accounts | — | — | $135K | 3.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $106K | 2.5% | |
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $100K | 2.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $48K | 1.2% | |
| Empower Guaranteed Interest Account | Other securities | — | — | $47K | 1.1% | |
| American Funds CapWld Gr and In Fd | Mutual Funds | — | — | $37K | 0.9% | |
| Fidelity Advisor New Insights Fd A | Mutual Funds | — | — | $36K | 0.9% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $31K | 0.7% | |
| American Funds Fundamental Invs Fd R3 | Mutual Funds | — | — | $30K | 0.7% | |
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $26K | 0.6% | |
| American Funds Wash Mutual Invs Fund R3 | Mutual Funds | — | — | $25K | 0.6% | |
| BlackRock Equity Dividend Fund A | Other securities | — | — | $25K | 0.6% | |
| BlackRock Global Dividend Income Inv A | Other securities | — | — | $21K | 0.5% | |
| American Funds Capital Inc Bldr R3 | Mutual Funds | — | — | $18K | 0.4% | |
| MFS Blended Research Core Equity Fd R3 | Mutual Funds | — | — | $17K | 0.4% | |
| MFS Lifetime Income Fund R3 | Mutual Funds | — | — | $10K | 0.2% | |
| American Funds Euro Pacific Gr Fund R3 | Mutual Funds | — | — | $9K | 0.2% | |
| Royce Small-Cap Total Return Service | Other securities | — | — | $9K | 0.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $9K | 0.2% | |
| Invesco Real Estate Fund A | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | — | $5K | 0.1% | |
| MFS Emerging Markets Equity R3 | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs Bond Fund A | Other securities | — | — | $3K | <0.1% | |
| AB Global Bond A ** 493 Allspring Special Mid Capital Value A | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Fund A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | 06-1504963 | — | THIRD PARTY ADMINISTRATO | $3K | — |
