Craig Buikema signed HELM Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HELM Group, Inc.'s EIN is 36-3065097.
Download the official 2024 Form 5500 (PDF) for HELM Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HELM Group, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | 41-1944416 | — | ADVISOR | $80K | — |
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.
| % of plan | |||
|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $281K | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH HOWARD PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $11K | — |
