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Original filing (PDF)20251010135234NAL0004309443001
HELIX ENVIRONMENTAL PLANNING, INC.
Form 5500
FILING_RECEIVED
HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
94% in single holding94% employer stockNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
218
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Helix Environmental Planning, Inc. Common stock, 24,977 shares" is 94% of plan.
- 94% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELIX ENVIRONMENTAL PLANNING, INC..
Plan sponsor
Name
HELIX ENVIRONMENTAL PLANNING, INC.
EIN
33-0493636
Address
7578 EL CAJON BLVD STE 200 · LA MESA, CA · 91942
Phone
(619) 462-1515
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
2Q · S-corporation ESOP
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLOR WASHBURN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| 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 | — |
Investments
9 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Helix Environmental Planning, Inc. Common stock, 24,977 shares | — | — | $2.9M | $8.5M | 94.0% | |
| Citizens Business Bank Noninterest-bearing cash | — | — | $437K | $437K | 4.8% | |
| Blackrock Global Allocation Fund Inst Mutual funds | — | — | $22K | $20K | 0.2% | |
| Janus Henderson Balanced Fund Class I Shares Mutual funds | — | — | $17K | $18K | 0.2% | |
| First Eagle Global Funds Class I Mutual funds | — | — | $17K | $18K | 0.2% | |
| Cash Reliance Trust Company Noninterest-bearing cash | — | — | $16K | $16K | 0.2% | |
| Virtus Small CAP Fund Mutual funds 174 NYLI Income Builder Fund Mutual funds | — | — | $12K | $12K | 0.1% | |
| Fund Class I Mutual funds | — | — | $12K | $11K | 0.1% | |
| UBS Money Market Fund Money market | — | — | $9K | $9K | <0.1% |
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