How big is The Helper BEES, Inc.'s plan?

The Helper BEES, Inc.'s plan reported $3.0M in assets and 217 participants for 2024.

Original filing (PDF)20251015193436NAL0011237506001

The Helper BEES, Inc.

Name: The Helper BEES, Inc. — The Helper BEES 401(k) Plan, Form 5500 (2024)
Creator: The Helper BEES, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Helper BEES 401(k) Plan

401(k) retirement plan · The Helper BEES, Inc.'s The Helper BEES 401(k) Plan held $3.0M in plan assets for 217 participants in 2024.

Signals · 1

Possibly inadequate fidelity bond

Active participants

217

Accounts w/ balance

247

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

The Helper BEES, Inc.'s EIN is 47-5530219.

EIN 47-5530219

Plan number 001

Plan year 2024

ACK ID 20251015193436NAL0011237506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Helper BEES, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Helper BEES, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HELPER BEES, INC..

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

THE HELPER BEES, INC.

EIN

all filings

Address

4203 GUADALUPE ST · AUSTIN, TX · 78751

Phone

(512) 379-5456

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

PRICEKUBECKA, PLLC

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

28 direct securities· $3.0M(100% of reported assets)

Mutual Funds

$2.0M

10 holdings

Other securities

$870K

15 holdings

Cash / Money Market

$25K

1 holding

Common Stocks

$15K

1 holding

Bonds / Notes

$13K

1 holding

					% of plan
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$367K	12.4%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$364K	12.3%
The Growth Fund Of America Mutual Fund	Other securities	—	—	$316K	10.7%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$292K	9.9%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$272K	9.2%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$267K	9.0%
American Funds 2065 Target Date Mutual Fund	Mutual Funds	—	—	$167K	5.7%
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$119K	4.0%
Washington Mutual Investors Fundr5 Mutual Fund	Other securities	—	—	$119K	4.0%
Growth And Income Portfolio Mutual Fund	Other securities	—	—	$87K	2.9%
Fundamental Investors Mutual Fund	Other securities	—	—	$86K	2.9%
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$73K	2.5%
American Funds 2025 Target Date Mutual Fund	Mutual Funds	—	—	$68K	2.3%
American Mutual Fund Mutual Fund	Other securities	—	—	$53K	1.8%
New Perspective Fund Mutual Fund	Other securities	—	—	$49K	1.7%
Rtmt Income Portfolio Enhanced Mutual Fund	Other securities	—	—	$49K	1.6%
American Balanced Fund Mutual Fund	Other securities	—	—	$44K	1.5%
American Funds 2010 Target Date Mutual Fund	Mutual Funds	—	—	$42K	1.4%
Af U.S. Government Money Market Mutual Fund	Cash / Money Market	—	—	$25K	0.9%
Capital Income Builder Mutual Fund	Other securities	—	—	$18K	0.6%
Global Balanced Fund Mutual Fund	Other securities	—	—	$15K	0.5%
The Investment Company Of America Mutual Fund	Common Stocks	—	—	$15K	0.5%
Notes receivable from participants Bearing interest at 7.75%-8.5% -	Bonds / Notes	—	—	$13K	0.4%
American Highincome Trust Mutual Fund	Other securities	—	—	$9K	0.3%
Af Moderate Growth And Income Mutual Fund	Other securities	—	—	$9K	0.3%
Inflation Linked Bond Fund Mutual Fund	Other securities	—	—	$8K	0.3%
Af Conservative Growth And Income Mutual Fund	Other securities	—	—	$5K	0.2%
The Income Fund Of America Mutual Fund	Other securities	—	—	$4K	0.1%