Original filing (PDF)20250403103230NAL0015594016001

HARRIET L HELLMAN

Name: HARRIET L HELLMAN — HARRIET L HELLMAN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HARRIET L HELLMAN

Form 5500-SF

FILING_RECEIVED

HARRIET L HELLMAN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRIET L HELLMAN.

Plan sponsor

Name

HARRIET L HELLMAN

EIN

11-3251167all filings

Address

365 COUNTY ROAD 39A UNIT 14 · SOUTHAMPTON, NY · 119685243

Phone

(631) 726-8033

Industry