How big is Helge Capital, Inc.'s plan?

Helge Capital, Inc.'s plan reported $604K in assets and 23 participants for 2024.

Original filing (PDF)20250611051659NAL0015473217001

Helge Capital, Inc.

Name: Helge Capital, Inc. — Helge Capital Inc., 401(k), Form 5500 (2024)
Creator: Helge Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helge Capital Inc., 401(k) Retirement Plan

401(k) retirement plan · Helge Capital, Inc.'s Helge Capital Inc., 401(k) Retirement Plan held $604K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

Plan identifiers

Helge Capital, Inc.'s EIN is 26-3968356.

EIN 26-3968356

Plan number 001

Plan year 2024

ACK ID 20250611051659NAL0015473217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helge Capital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helge Capital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 HELGE CAPITAL, INC..

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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

Knocking points off