How big is Helmes & Co., LLC's plan?

Helmes & Co., LLC's plan reported $48K in assets for 2024.

Original filing (PDF)20251003143258NAL0002487168001

Helmes & Co., LLC

Name: Helmes & Co., LLC — Helmes & Co., LLC Employees', Form 5500 (2024)
Creator: Helmes & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helmes & Co., LLC Employees' Profit Sharing Plan and Trust

401(k) retirement plan · Helmes & Co., LLC's Helmes & Co., LLC Employees' Profit Sharing Plan and Trust reported $48K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

Plan identifiers

Helmes & Co., LLC's EIN is 26-3616402.

EIN 26-3616402

Plan number 003

Plan year 2024

ACK ID 20251003143258NAL0002487168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helmes & Co., 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 HELMES & CO., LLC.

Finding similar companies…

Plan health score

Above-average plan

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