Kristin Olszak signed Helix Environmental Planning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helix Environmental Planning, Inc.'s EIN is 33-0493636.
Download the official 2024 Form 5500 (PDF) for Helix Environmental Planning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helix Environmental Planning, Inc.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $35K | — |
| RUSK O'BRIEN GIDO + PARTNERS, LLC | 27-2873949 | SUDBURY, MA | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Helix Environmental Planning, Inc. Common stock, 24,977 shares | Common Stocks | — | $2.9M | $8.5M | 94.0% | |
| Citizens Business Bank Noninterest-bearing cash | Cash / Money Market | — | $437K | $437K | 4.8% | |
| Blackrock Global Allocation Fund Inst Mutual funds | Other securities | — | $22K | $20K | 0.2% | |
| Janus Henderson Balanced Fund Class I Shares Mutual funds | Mutual Funds | — | $17K | $18K | 0.2% | |
| First Eagle Global Funds Class I Mutual funds | Other securities | — | $17K | $18K | 0.2% | |
| Cash Reliance Trust Company Noninterest-bearing cash | Cash / Money Market | — | $16K | $16K | 0.2% | |
| Virtus Small CAP Fund Mutual funds 174 NYLI Income Builder Fund Mutual funds | Other securities | — | $12K | $12K | 0.1% | |
| Fund Class I Mutual funds | Other securities | — | $12K | $11K | 0.1% | |
| UBS Money Market Fund Money market | Cash / Money Market | — | $9K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
