· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HSD ADVISORS, LLC — HELMES & CO., LLC CASH BALANCE PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231012104910NAL0020187987001
HSD ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
HELMES & CO., LLC CASH BALANCE PLAN AND TRUST
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HSD ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
HSD ADVISORS, LLC
EIN
26-3616402
Address
P.O. BOX 466 · MARBLEHEAD, MA · 019450466
Phone
(617) 901-3502
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
MOTZ CONSULTING ENGINEERS, INC. DBA MOTZ ENGINEERING
MOTZ ENGINEERING 401(K) PLAN
$1.8M · 36 participants
SENTRY MECHANICAL, LLC
SENTRY MECHANICAL 401(K) PLAN
$1.8M · 15 participants
EARTH ENGINEERING CONSULTANTS, LLC
EARTH ENGINEERING CONSULTANTS, LLC 401(K) PLAN
$1.8M · 18 participants
Y2 CONSULTANTS, LLC
Y2 CONSULTANTS, LLC 401(K) PLAN
$1.8M · 40 participants
CORE INTERFACE CORPORATION
CORE INTERFACE CORPORATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.8M · 6 participants
BEI STRUCTURAL ENGINEERS, INC.
BEI STRUCTURAL ENGINEERS 401(K) PLAN
$1.8M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
