Michael Stone signed Helix Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helix Electric, Inc.'s EIN is 33-0124909.
Download the official 2024 Form 5500 (PDF) for Helix Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helix Electric, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $370K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Institutional Indx Fd | Mutual Funds | — | — | $19.6M | 10.9% | |
| Vanguard Instl Target Ret 2040 | Mutual Funds | — | — | $19.6M | 10.9% | |
| Vanguard Instl Target Ret 2050 | Mutual Funds | — | — | $18.4M | 10.3% | |
| Vanguard Instl Target Ret 2045 | Mutual Funds | — | — | $15.8M | 8.8% | |
| Vanguard Instl Target Ret 2030 | Mutual Funds | — | — | $11.6M | 6.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $10.7M | 6.0% | |
| Vanguard Instl Target Ret 2055 | Mutual Funds | — | — | $9.2M | 5.1% | |
| Money Market Fund Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $9.0M | 5.0% | |
| Vanguard Instl Target Ret 2060 | Mutual Funds | — | — | $8.0M | 4.5% | |
| Vanguard Instl Target Ret 2035 | Mutual Funds | — | — | $6.7M | 3.8% | |
| American Funds American Funds Wash Mutl Invs Fund | Mutual Funds | — | — | $5.1M | 2.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $4.8M | 2.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $4.5M | 2.5% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.3% | |
| The TCW Group TCW MetWest Total Return Bond Fund | Common Stocks | — | — | $4.0M | 2.2% | |
| Vanguard Instl Target Ret 2025 | Mutual Funds | — | — | $3.6M | 2.0% | |
| maturing through March 2053 0 | Other securities | — | — | $3.4M | 1.9% | |
| Dimensional Fund Advisors DFA International Core Eq Fd | Mutual Funds | — | — | $3.1M | 1.8% | |
| Vanguard Instl Target Ret 2065 | Mutual Funds | — | — | $3.1M | 1.8% | |
| Vanguard Tot Intl Stck Indx Fd | Mutual Funds | — | — | $2.0M | 1.1% | |
| Vanguard Totl Bnd Mrkt Indx d | Mutual Funds | — | — | $1.9M | 1.1% | |
| Massachusetts Financial Services MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| Nuveen Investments Nuveen Real Estate Secur Fund | Mutual Funds | — | — | $1.4M | 0.8% | |
| JPMorgan JP Morgan Small Cap Growth Fd | Other securities | — | — | $1.4M | 0.8% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| Vanguard Instl Target Ret 2020 | Mutual Funds | — | — | $1.2M | 0.7% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $997K | 0.6% | |
| American Funds American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $987K | 0.6% | |
| Vanguard Instl Target Ret Income Invest | Mutual Funds | — | — | $934K | 0.5% | |
| Lord Abbett Lord Abbett High Yield Fund | Mutual Funds | — | — | $843K | 0.5% | |
| Vanguard Instl Target Ret 2070 | Mutual Funds | — | — | $200K | 0.1% | |
| Lord Abbett Lord Abbett Short Dur Incm Fd | Mutual Funds | — | — | $146K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OMAHA, NE |
| INVESTMENT ADVISOR |
| $180K |
| — |
