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Original filing (PDF)20251014122435NAL0001372259001
HELM43, LLC
Form 5500
FILING_RECEIVED
HELM43, LLC 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
306
Accounts w/ balance
193
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELM43, LLC.
Plan sponsor
Name
HELM43, LLC
EIN
38-1247455
Address
47911 HALYARD DRIVE · PLYMOUTH, MI · 481702461
Phone
(734) 468-3616
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $11K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $25K | — |
| RBC CAPITAL MARKETS CORP, LLC | 41-1416330 | MINNEAPOLIS, MN | NONE | $18K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $2K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $375 | — |
Investments
59 direct securities· $12.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VNGRD TRGT RTRMT 2025 INV MUTUAL FUNDS | — | — | — | $2.1M | 16.6% | |
| VNGRD 500 INDEX FD AS MUTUAL FUNDS | — | — | — | $1.4M | 10.7% | |
| VNGRD TRGT RTRMT 2035 INV MUTUAL FUNDS | — | — | — | $1.3M | 10.1% | |
| VNGRD TRGT RTRMT 2030 INV MUTUAL FUNDS | — | — | — | $960K | 7.4% | |
| VNGRD TRGT RTRMT 2045 INV MUTUAL FUNDS | — | — | — | $688K | 5.3% | |
| VNGRD TRGT RTRMT 2040 INV MUTUAL FUNDS | — | — | — | $675K | 5.2% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | — | — | — | $424K | 3.3% | |
| VNGRD TRGT RTRMT 2050 INV MUTUAL FUNDS | — | — | — | $369K | 2.9% | |
| VNGRD WLNGTN ADML MUTUAL FUNDS 306 NW FIXED SELECT OPTION FIXED ACCOUNT | — | — | — | $346K | 2.7% | |
| INVESCO SMALL CAP GROWTH FUND - CLASS R5 MUTUAL FUNDS | — | — | — | $320K | 2.5% | |
| VNGRD SEL VAL INV MUTUAL FUNDS | — | — | — | $255K | 2.0% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $246K | 1.9% | |
| AMFDS CAP WLD GR INC R6 MUTUAL FUNDS | — | — | — | $183K | 1.4% | |
| DFA US TRGT VAL INST MUTUAL FUNDS | — | — | — | $172K | 1.3% | |
| VNGRD TRGT RTRMT 2055 INV MUTUAL FUNDS | — | — | — | $154K | 1.2% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUNDS | — | — | — | $147K | 1.1% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | — | — | — | $144K | 1.1% | |
| FID INTL INDX MUTUAL FUNDS | — | — | — | $141K | 1.1% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | — | — | — | $141K | 1.1% | |
| LEGGM CLRBRDG SEL I MUTUAL FUNDS | — | — | — | $137K | 1.1% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $134K | 1.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% MATURITY DATE 06/22/2029 | — | — | — | $133K | 1.0% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | — | — | — | $133K | 1.0% | |
| JPM GR ADVTG R6 MUTUAL FUNDS | — | — | — | $128K | 1.0% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | — | — | — | $128K | 1.0% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $126K | 1.0% | |
| INVSCO GOLDSPECMNRLS Y MUTUAL FUNDS 351 JPM EQ INC R5 MUTUAL FUNDS | — | — | — | $125K | 1.0% | |
| PARNASSUS VALUE EQUITY FUND INST SHARES MUTUAL FUNDS | — | — | — | $124K | 1.0% | |
| FIDADV EMRG MKT Z MUTUAL FUNDS | — | — | — | $117K | 0.9% | |
| FID US BD INDX MUTUAL FUNDS | — | — | — | $116K | 0.9% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUNDS | — | — | — | $110K | 0.8% | |
| VNGRD TRGT RTRMT 2020 INV MUTUAL FUNDS | — | — | — | $108K | 0.8% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUNDS | — | — | — | $97K | 0.8% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUNDS | — | — | — | $87K | 0.7% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | — | — | — | $69K | 0.5% | |
| DIAMOND HILL MDCAP I MUTUAL FUNDS | — | — | — | $67K | 0.5% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | — | — | — | $65K | 0.5% | |
| VNGRD TRGT RTRMT 2060 INV MUTUAL FUNDS | — | — | — | $61K | 0.5% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUNDS | — | — | — | $61K | 0.5% | |
| VNGRD TRGT RTRMT INC MUTUAL FUNDS | — | — | — | $51K | 0.4% | |
| VNGRD EXPLR ADML MUTUAL FUNDS | — | — | — | $43K | 0.3% | |
| VNGRD TRGT RTRMT 2065 INV MUTUAL FUNDS | — | — | — | $42K | 0.3% | |
| AVNTS US SMCAP VAL INST MUTUAL FUNDS | — | — | — | $39K | 0.3% | |
| AB GLBL BD Z MUTUAL FUNDS | — | — | — | $38K | 0.3% | |
| BLKRK TTL RTN K MUTUAL FUNDS | — | — | — | $31K | 0.2% | |
| FED HRMS SHINTDTLRTBD INST MUTUAL FUNDS | — | — | — | $30K | 0.2% | |
| PGIM GLBL REALEST R6 MUTUAL FUNDS | — | — | — | $29K | 0.2% | |
| AMFDS EUROPACFC GR R6 MUTUAL FUNDS | — | — | — | $28K | 0.2% | |
| FIDADV CHINA REG INST MUTUAL FUNDS | — | — | — | $28K | 0.2% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUNDS | — | — | — | $22K | 0.2% | |
| VNGRD US GR ADML MUTUAL FUNDS | — | — | — | $21K | 0.2% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | — | — | — | $15K | 0.1% | |
| COL SEL LGCAP GR INST2 MUTUAL FUNDS | — | — | — | $9K | <0.1% | |
| MFS RSRCH R4 MUTUAL FUNDS | — | — | — | $8K | <0.1% | |
| VNGRD INTL VAL INV MUTUAL FUNDS | — | — | — | $7K | <0.1% | |
| VNGRD WLSLY INC ADML MUTUAL FUNDS 0 MRLY STBL VAL 25 I MUTUAL FUNDS 19 AMBCN INTL EQ R5 MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| FIDADV UTIL I MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| AB GLBL BD I MUTUAL FUNDS | — | — | — | $4K | <0.1% | |
| NUVN HI YLD INC I MUTUAL FUNDS | — | — | — | $1K | <0.1% |
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