How big is Heltzelhaus, Inc.'s plan?

Heltzelhaus, Inc.'s plan reported $7.6M in assets and 8 participants for 2025.

Original filing (PDF)20260501120945NAL0000767299001

Heltzelhaus, Inc.

Name: Heltzelhaus, Inc. — Heltzelhaus, Inc. Profit Sharng, Form 5500 (2025)
Creator: Heltzelhaus, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heltzelhaus, Inc. Profit Sharng Plan

401(k) retirement plan · Heltzelhaus, Inc.'s Heltzelhaus, Inc. Profit Sharng Plan held $7.6M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

MS. Jeanine Heltzel signed Heltzelhaus, Inc.'s 2025 Form 5500 as plan administrator.

MS. Jeanine Heltzel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heltzelhaus, Inc.'s EIN is 54-1762401.

EIN 54-1762401

Plan number 001

Plan year 2025

ACK ID 20260501120945NAL0000767299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heltzelhaus, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heltzelhaus, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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