How big is Jessica Helgerson Interior Design's plan?

Jessica Helgerson Interior Design's plan reported $1.7M in assets and 8 participants for 2025.

Original filing (PDF)20260429121615NAL0010449937001

Jessica Helgerson Interior Design

Name: Jessica Helgerson Interior Design — Jessica Helgerso, Form 5500 (2025)
Creator: Jessica Helgerson Interior Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jessica Helgerson Interior Design 401(k) Plan

401(k) retirement plan · Jessica Helgerson Interior Design's Jessica Helgerson Interior Design 401(k) Plan held $1.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kelly Jones signed Jessica Helgerson Interior Design's 2025 Form 5500 as plan administrator.

Kelly Jones — 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

Jessica Helgerson Interior Design's EIN is 16-1744702.

EIN 16-1744702

Plan number 001

Plan year 2025

ACK ID 20260429121615NAL0010449937001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jessica Helgerson Interior Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jessica Helgerson Interior Design's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JESSICA HELGERSON INTERIOR DESIGN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JESSICA HELGERSON INTERIOR DESIGN

EIN

all filings

Address

112 SW 1ST AVE. · PORTLAND, OR · 97204

Phone

(503) 548-4984

Industry

Professional & Technical Services

Plan administrator