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Original filing (PDF)20250703085454NAL0000409313001
HELM GROUP, INC.
Form 5500
FILING_RECEIVED
HELM GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
350
Accounts w/ balance
305
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
77
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "b b" is 46% of plan.
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELM GROUP, INC..
Plan sponsor
Name
HELM GROUP, INC.
EIN
36-3065097
Address
2283 ROUTE 20 EAST · FREEPORT, IL · 61032
Phone
(815) 235-2200
Industry
Constructionsee 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
2025-07-03
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | 41-1944416 | — | ADVISOR | $80K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH HOWARD PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
24 direct securities · 1 pooled fund· $137.9M(100% 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
$137.6M
24 holdings
Common Collective Trust
$281K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| b | — | — | — | $63.9M | 100.0% | |
| Fidelity 500 INDEX | — | — | — | $16.4M | 25.6% | |
| Vanguard SMCP GR IDX ADM | — | — | — | $12.1M | 18.9% | |
| Vanguard VALUE IDX ADM | — | — | — | $7.5M | 11.8% | |
| Vanguard GROWTH IDX ADM | — | — | — | $4.7M | 7.3% | |
| American Funds EUROPAC GROWTH R6 | — | — | — | $3.9M | 6.1% | |
| Vanguard SMCPVL IDX ADM | — | — | — | $3.8M | 6.0% | |
| DFA INTL SMALL CO I | — | — | — | $3.8M | 5.9% | |
| Vanguard INTM BD IDX ADM | — | — | — | $3.7M | 5.9% | |
| Blackrock LIFEPATH INDEX 2035 | — | — | — | $2.8M | 4.3% | |
| Blackrock LIFEPATH INDEX 2040 | — | — | — | $2.7M | 4.3% | |
| JPM EMRG MKTS EQ R6 | — | — | — | $2.5M | 3.8% | |
| PIMCO INTL BD US$H I | — | — | — | $1.6M | 2.6% | |
| Blackrock LIFEPATH INDEX 2050 | — | — | — | $1.6M | 2.4% | |
| Fidelity REAL ESTATE IDX | — | — | — | $1.5M | 2.3% | |
| Vanguard ST BOND IDX ADM | — | — | — | $1.5M | 2.3% | |
| PIMCO REAL RETURN INST | — | — | — | $831K | 1.3% | |
| Blackrock LP IDX RTMT K | — | — | — | $764K | 1.2% | |
| Blackrock LIFEPATH INDEX 2030 | — | — | — | $714K | 1.1% | |
| Blackrock LIFEPATH INDEX 2055 | — | — | — | $590K | 0.9% | |
| Blackrock LIFEPATH INDEX 2060 | — | — | — | $412K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $281K | 0.4% | |
| Blackrock LIFEPATH INDEX 2045 | — | — | — | $185K | 0.3% | |
| Blackrock LIFEPATH INDEX 2065 | — | — | — | $153K | 0.2% | |
| Money market funds * Fidelity FID GOVT MMKT K6 | — | — | — | $5K | <0.1% |
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