How big is The Helmstar Group, LLC's plan?

The Helmstar Group, LLC's plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20250930121915NAL0016481363001

The Helmstar Group, LLC

Name: The Helmstar Group, LLC — The Helmstar Group, LLC, Form 5500 (2024)
Creator: The Helmstar Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Helmstar Group, LLC 401(k) Plan

401(k) retirement plan · The Helmstar Group, LLC's The Helmstar Group, LLC 401(k) Plan held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Thomas Steelman signed The Helmstar Group, LLC's 2024 Form 5500 as plan administrator.

Thomas Steelman — 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

The Helmstar Group, LLC's EIN is 20-3971014.

EIN 20-3971014

Plan number 001

Plan year 2024

ACK ID 20250930121915NAL0016481363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Helmstar Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Helmstar Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HELMSTAR GROUP, LLC.

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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