How big is Helaina Inc.'s plan?

Helaina Inc.'s plan reported $2.0M in assets and 41 participants for 2025.

Original filing (PDF)20260430220356NAL0000220627024

Helaina Inc.

Name: Helaina Inc. — Helaina 401(k) Plan, Form 5500 (2025)
Creator: Helaina Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helaina 401(k) Plan

401(k) retirement plan · Helaina Inc.'s Helaina 401(k) Plan held $2.0M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Helaina Inc.'s EIN is 35-2667585.

EIN 35-2667585

Plan number 001

Plan year 2025

ACK ID 20260430220356NAL0000220627024

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Helaina Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Helaina Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HELAINA INC.

EIN

all filings

Address

345 PARK AVENUE SOUTH · 5TH FLOOR · NEW YORK, NY · 10010

Phone

(347) 276-6686

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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