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Original filing (PDF)20250729155531NAL0001458339001
HELLMUTH & JOHNSON, PLLC
Form 5500
FILING_RECEIVED
HELLMUTH & JOHNSON, PLLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
105
Accounts w/ balance
129
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLMUTH & JOHNSON, PLLC.
Plan sponsor
Name
HELLMUTH & JOHNSON, PLLC
EIN
41-1991386
Address
8050 WEST 78TH STREET · EDINA, MN · 55439
Phone
(952) 941-4005
Industry
Law Offices· Professional & Technical Servicessee 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
2025-07-29
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST. PAUL, MN | CONTRACT ADMIN | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA, INC | — | LAVISTA, NE | NONE | $22K | — |
| NEWPORT GROUP, INC. | 27-2037969 | WALNUT CREEK, CA | SERVICE PROVIDER | $16K | — |
Investments
36 direct securities· $23.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DWM Pure Growth Fund | — | — | — | $2.9M | 12.8% | |
| DWM Aggressive Growth Fund | — | — | — | $2.6M | 11.3% | |
| T. Rowe Price Retirement 2040 | — | — | — | $2.3M | 10.1% | |
| Vanguard 500 Index Admiral | — | — | — | $2.2M | 9.4% | |
| DWM Moderate Growth Fund | — | — | — | $1.7M | 7.5% | |
| T. Rowe Price Retirement 2030 | — | — | — | $1.1M | 4.6% | |
| T. Rowe Price Retirement 2025 | — | — | — | $947K | 4.1% | |
| T. Rowe Price Retirement 2045 | — | — | — | $876K | 3.8% | |
| T. Rowe Price Retirement 2055 | — | — | — | $805K | 3.5% | |
| DWM Conservative Balanced 679 DWM Moderate Balance | — | — | — | $804K | 3.5% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $684K | 3.0% | |
| PIMCO Income Instl | — | — | — | $666K | 2.9% | |
| T. Rowe Price Retirement 2050 | — | — | — | $558K | 2.4% | |
| Vanguard Equity-Income Inv | — | — | — | $547K | 2.4% | |
| AMG Yacktman Fund Class I | — | — | — | $509K | 2.2% | |
| Fidelity Small Cap Growth | — | — | — | $478K | 2.1% | |
| American Funds American Balanced R5 | — | — | — | $442K | 1.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $400K | 1.7% | |
| Fidelity Multi Asset Income | — | — | — | $390K | 1.7% | |
| Loomis Sayles Loomis Sayles Global Allocation Fund CI | — | — | — | $347K | 1.5% | |
| Schwab Government Money Fund | — | — | — | $285K | 1.2% | |
| Fidelity Capital & Income | — | — | — | $273K | 1.2% | |
| T. Rowe Price Retirement 2035 | — | — | — | $221K | 1.0% | |
| Lord Abbett Short Duration Income R6 | — | — | — | $195K | 0.8% | |
| Vanguard Wellesley Income Admiral | — | — | — | $166K | 0.7% | |
| American Funds Europacific Growth R5 | — | — | — | $130K | 0.6% | |
| T. Rowe Price Global Multi-Sector Bond I | — | — | — | $122K | 0.5% | |
| BlackRock International Fund Class I | — | — | — | $120K | 0.5% | |
| American Funds Small Cap World R5 | — | — | — | $103K | 0.4% | |
| American Funds Capital World G/I R5 | — | — | — | $49K | 0.2% | |
| Invesco Developing Markets Fund | — | — | — | $47K | 0.2% | |
| Participants Participant Loans - Rates from 4.25% to 9.50% - | — | — | — | $34K | 0.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $18K | <0.1% | |
| Vanguard Energy Admiral | — | — | — | $15K | <0.1% | |
| Goldman Sachs MGD Futures Strategy Instl | — | — | — | $9K | <0.1% | |
| BlackRock Commodity Strategies K | — | — | — | $5K | <0.1% |
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