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Original filing (PDF)20251013161956NAL0002416880003
HELIX ELECTRIC, INC.
Form 5500
FILING_RECEIVED
HELIX ELECTRIC HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~306 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,786
Accounts w/ balance
—
Plan assets (EOY)
$5.2M
Net assets (EOY)
$2.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 306 bps in Schedule C fees — 488% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELIX ELECTRIC, INC..
Plan sponsor
Name
HELIX ELECTRIC, INC.
EIN
33-0124909
Address
PO BOX 85298 · SAN DIEGO, CA · 92186
Phone
(858) 623-1207
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | SAN DIEGO, CA | AUDITORS | $35K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | HARTFORD, CT | CLAIM ADMINISTRATION | $115K | — |
| LEVITZACKS | 95-3159181 | SAN DIEGO, CA | FORM 5500 PREP | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.