Original filing (PDF)20250925121342NAL0007621457001

THE HELMES GROUP LLP

Name: THE HELMES GROUP LLP — THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE HELMES GROUP LLP

Form 5500-SF

FILING_RECEIVED

THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HELMES GROUP LLP.

Plan sponsor

Name

THE HELMES GROUP LLP

EIN

13-3314910

Address

184 KATONAH AVE · KATONAH, NY · 10536

Phone

(914) 232-4191

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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