Helical Drilling, Inc.'s EIN is 36-4615460.
Download the official 2024 Form 5500 (PDF) for Helical Drilling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helical Drilling, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $834 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.1M | 84.4% | |
| JPmorgan Growth Advantage R6 Mutual Funds | Other securities | — | — | $2.8M | 23.7% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $2.4M | 19.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $629K | 5.2% | |
| Artisans International Value Instl Mutual Funds | Other securities | — | — | $609K | 5.1% | |
| American Funds American Mutual R6 Mutual Funds | Mutual Funds | — | — | $591K | 4.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $508K | 4.2% | |
| Vanguard Mid Cap Index Admiral Mutual Funds | Mutual Funds | — | — | $474K | 4.0% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $348K | 2.9% | |
| Blackrock Inflation Protected Bond K Mutual Funds | Other securities | — | — | $314K | 2.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $277K | 2.3% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $266K | 2.2% | |
| Dfa Emerging Markets Core Equity I Mutual Funds | Mutual Funds | — | — | $232K | 1.9% | |
| Invesco Core Bond R6 Mutual Funds | Mutual Funds | — | — | $227K | 1.9% | |
| Clearbridge International Growth I Mutual Funds | Other securities | — | — | $221K | 1.8% | |
| Federated Hermes MDT Mid Cap CP Growth R6 Mutual Funds | Other securities | — | — | $202K | 1.7% | |
| Harbor Small Cap Growth Instl Mutual Funds | Other securities | — | — | $201K | 1.7% | |
| Dfa Real Estate Securities I Mutual Funds | Mutual Funds | — | — | $179K | 1.5% | |
| Schwab FDMTL Inti Equity Index Mutual Funds | Common Collective Trusts | — | — | $162K | 1.4% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $134K | 1.1% | |
| Massmutual High Yield I Mutual Funds | Other securities | — | — | $112K | 0.9% | |
| Mass Mutual Guaranteed Interest Account Fixed Annuity | Other securities | — | — | $111K | 0.9% | |
| Pimco Income Instl Mutual Funds | Mutual Funds | — | — | $108K | 0.9% | |
| Allspring Special Small Cap Value R6 Mutual Funds | Other securities | — | — | $104K | 0.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $98K | 0.8% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $96K | 0.8% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Funds | Other securities | — | — | $80K | 0.7% | |
| Massmutual Blue Chip Growth I Mutual Funds | Other securities | — | — | $32K | 0.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $9K | <0.1% | |
| Pimco CommoditiesPlus Strategy Instl Mutual Funds | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FOCUS OPERATING LLC DBA NEIRG WEALT |
| — |
| LAKE SUCCESS, NY |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | TPA | $2K | — |
