How big is Helms & Sons Excavating, Inc.'s plan?

Helms & Sons Excavating, Inc.'s plan reported $3.2M in assets and 47 participants for 2024.

Original filing (PDF)20251002130134NAL0000489281001

Helms & Sons Excavating, Inc.

Name: Helms & Sons Excavating, Inc. — DIRT POOR 401(k), Form 5500 (2024)
Creator: Helms & Sons Excavating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DIRT POOR 401(k) Retirement Plan

401(k) retirement plan · Helms & Sons Excavating, Inc.'s DIRT POOR 401(k) Retirement Plan held $3.2M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Helms & Sons Excavating, Inc.'s EIN is 31-1547042.

EIN 31-1547042

Plan number 001

Plan year 2024

ACK ID 20251002130134NAL0000489281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helms & Sons Excavating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helms & Sons Excavating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

HELMS & SONS EXCAVATING, INC.

EIN

all filings

Address

1753 LIMA AVE. · FINDLAY, OH · 45840

Phone

(419) 422-7738

Industry

Construction

Plan administrator