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Original filing (PDF)20251015193436NAL0011237506001
THE HELPER BEES, INC.
Form 5500
FILING_RECEIVED
THE HELPER BEES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217
Accounts w/ balance
247
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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 (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HELPER BEES, INC..
Plan sponsor
Name
THE HELPER BEES, INC.
EIN
47-5530219
Address
4203 GUADALUPE ST · AUSTIN, TX · 78751
Phone
(512) 379-5456
Industry
Health Care & Social Assistancesee 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
2025-10-15
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
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $3.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Mutual Fund | — | — | — | $367K | 12.4% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $364K | 12.3% | |
| The Growth Fund Of America Mutual Fund | — | — | — | $316K | 10.7% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $292K | 9.9% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $272K | 9.2% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $267K | 9.0% | |
| American Funds 2065 Target Date Mutual Fund | — | — | — | $167K | 5.7% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $119K | 4.0% | |
| Washington Mutual Investors Fundr5 Mutual Fund | — | — | — | $119K | 4.0% | |
| Growth And Income Portfolio Mutual Fund | — | — | — | $87K | 2.9% | |
| Fundamental Investors Mutual Fund | — | — | — | $86K | 2.9% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $73K | 2.5% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $68K | 2.3% | |
| American Mutual Fund Mutual Fund | — | — | — | $53K | 1.8% | |
| New Perspective Fund Mutual Fund | — | — | — | $49K | 1.7% | |
| Rtmt Income Portfolio Enhanced Mutual Fund | — | — | — | $49K | 1.6% | |
| American Balanced Fund Mutual Fund | — | — | — | $44K | 1.5% | |
| American Funds 2010 Target Date Mutual Fund | — | — | — | $42K | 1.4% | |
| Af U.S. Government Money Market Mutual Fund | — | — | — | $25K | 0.9% | |
| Capital Income Builder Mutual Fund | — | — | — | $18K | 0.6% | |
| Global Balanced Fund Mutual Fund | — | — | — | $15K | 0.5% | |
| The Investment Company Of America Mutual Fund | — | — | — | $15K | 0.5% | |
| Notes receivable from participants Bearing interest at 7.75%-8.5% - | — | — | — | $13K | 0.4% | |
| American Highincome Trust Mutual Fund | — | — | — | $9K | 0.3% | |
| Af Moderate Growth And Income Mutual Fund | — | — | — | $9K | 0.3% | |
| Inflation Linked Bond Fund Mutual Fund | — | — | — | $8K | 0.3% | |
| Af Conservative Growth And Income Mutual Fund | — | — | — | $5K | 0.2% | |
| The Income Fund Of America Mutual Fund | — | — | — | $4K | 0.1% |
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