How big is Helton Enterprises, LLC's plan?

Helton Enterprises, LLC's plan reported $369K in assets and 6 participants for 2024.

Original filing (PDF)20250605151150NAL0009241395001

Helton Enterprises, LLC

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

Form 5500-SF

FILING_RECEIVED

Helton Enterprises LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Helton Enterprises, LLC's Helton Enterprises LLC 401(k) Profit Sharing Plan held $369K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

Plan identifiers

Helton Enterprises, LLC's EIN is 20-8694941.

EIN 20-8694941

Plan number 001

Plan year 2024

ACK ID 20250605151150NAL0009241395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helton Enterprises, LLC'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 HELTON ENTERPRISES, 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

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 (93rd percentile).

Plan sponsor

Name

HELTON ENTERPRISES, LLC

EIN

all filings

Address

P.O. BOX 489 · ATMORE, AL · 36504

Phone

(888) 895-9219

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator