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Original filing (PDF)20251010125227NAL0013147632001
HELIX ENVIRONMENTAL PLANNING
Form 5500
FILING_RECEIVED
HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
248
Accounts w/ balance
211
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELIX ENVIRONMENTAL PLANNING.
Plan sponsor
Name
HELIX ENVIRONMENTAL PLANNING
EIN
33-0493636
Address
7578 EL CAJON BLVD STE 200 · LA MESA, CA · 919424646
Phone
(619) 462-1515
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLOR WASHBURN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVEST.ADVISOR | $42K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $2K | — |
Investments
30 direct securities · 1 pooled fund· $18.3M(97% of reported assets)
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.
Uncategorized
$18.3M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund - | — | — | — | $2.9M | 15.3% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Fund - | — | — | — | $2.1M | 11.1% | |
| First Eagle Global R6 Mutual Fund - | — | — | — | $1.9M | 10.2% | |
| Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Fund - | — | — | — | $939K | 5.0% | |
| Fidelity Mid Cap Index Mutual Fund - | — | — | — | $904K | 4.8% | |
| Vanguard Cash reserve Federal Money Mkt Adm Mutual Fund - | — | — | — | $839K | 4.5% | |
| Nuveen Lifecycle Index 2060Fund R6 Class Mutual Fund - | — | — | — | $766K | 4.1% | |
| Fidelity Blue Chip Growth K6 Mutual Fund - | — | — | — | $717K | 3.8% | |
| Vanguard Real Estate Index Admiral Mutual Fund - | — | — | — | $535K | 2.8% | |
| Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Fund - | — | — | — | $494K | 2.6% | |
| Vanguard International Technology Idx Adm Mutual Fund - | — | — | — | $464K | 2.5% | |
| DFA U.S. Vector Equity I Mutual Fund - | — | — | — | $446K | 2.4% | |
| Fidelity International Index Mutual Fund - | — | — | — | $421K | 2.2% | |
| Fidelity Small Cap Index Mutual Fund - | — | — | — | $412K | 2.2% | |
| Vanguard FTSE Social Index Admiral Mutual Fund - | — | — | — | $396K | 2.1% | |
| Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Fund - | — | — | — | $377K | 2.0% | |
| Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Fund - | — | — | — | $356K | 1.9% | |
| Blackrock Health Sciences Opps K Mutual Fund - | — | — | — | $354K | 1.9% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund - | — | — | — | $352K | 1.9% | |
| Vanguard Explorer ADM Mutual Fund - | — | — | — | $351K | 1.9% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Fund - | — | — | — | $314K | 1.7% | |
| American Funds New World R6 Mutual Fund - | — | — | — | $288K | 1.5% | |
| DFA Intermediate Govt Fixed-Income I Mutual Fund - | — | — | — | $282K | 1.5% | |
| Vanguard Windsor II Fund - Admiral Mutual Fund - | — | — | — | $274K | 1.5% | |
| Vanguard Materials Index Adm Mutual Fund - | — | — | — | $237K | 1.3% | |
| PGIM Global Total Return R6 Mutual Fund - | — | — | — | $229K | 1.2% | |
| MFS International Growth R6 Mutual Fund - | — | — | — | $203K | 1.1% | |
| Participant Loans Interest at 4.25% - 9.50% - | — | — | — | $202K | 1.1% | |
| Fidelity Advisor Intl Small Cap Z Mutual Fund - | — | — | — | $198K | 1.1% | |
| PIMCO Income Fund Institutional Class Mutual Fund - | — | — | — | $105K | 0.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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