Original filing (PDF)20250819152543NAL0004098304001

THE LAW OFFICES OF DAVID A. HELMER, LLC

Name: THE LAW OFFICES OF DAVID A. HELMER, LLC — THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE LAW OFFICES OF DAVID A. HELMER, LLC

Form 5500-SF

FILING_RECEIVED

THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICES OF DAVID A. HELMER, LLC.

Plan sponsor

Name

THE LAW OFFICES OF DAVID A. HELMER, LLC

EIN

45-5205573all filings

Address

492 RIDGE ROAD · MONMOUTH, ME · 04259

Phone

(970) 485-2486

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator