· 2022–2024 · DOL EFAST2

Helmers and Associates — Helmers & Assoc. Profit, Form 5500 (2025)

Original filing (PDF)20260410091831NAL0017609536001

Helmers and Associates

Form 5500-SF

FILING_RECEIVED

Helmers & Assoc. Profit Sharing & 401(k) Plan

401(k) retirement plan · Helmers and Associates' Helmers & Assoc. Profit Sharing & 401(k) Plan held $10.8M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

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

67

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELMERS AND ASSOCIATES.

Plan sponsor

Name

HELMERS AND ASSOCIATES

EIN

38-3694754all filings

Address

7404 WHITE CASTLE LANE · PO BOX 250291 · PLANO, TX · 75025

Phone

—

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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