Back to filter
Original filing (PDF)20260128054143NAL0003962385001
HELPING PEOPLE EXCEL, INC.
Form 5500-SF
FILING_RECEIVED
HELPING PEOPLE EXCEL, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
87
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELPING PEOPLE EXCEL, INC..
Plan sponsor
Name
HELPING PEOPLE EXCEL, INC.
EIN
56-2677478
Address
290 PRATT STREET · SUITE 2200 · MERIDEN, CT · 06450
Phone
(203) 440-9456
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
SUNNYVIEW OPERATING CO., LLC
SUNNYVIEW NURSING AND REHABILITATION CENTER 401(K) PLAN
$1.3M · 104 participants
LA AMISTAD FOUNDATION INC
LA AMISTAD FOUNDATION RETIREMENT SAVINGS PLAN
$1.3M · 44 participants
SPRING MEADOW RESOURCES
SPRING MEADOW RESOURCES, INC. 401(K) PLAN
$1.3M · 81 participants
COMMUNITY MEMORIAL HEALTH CENTER
COMMUNITY MEMORIAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN
$1.3M · 133 participants
SGRNC LLC D/B/A KING DAVID CENTER FOR NURSING AND REHABILITATION
KING DAVID CENTER FOR NURSING AND REHABILITATION 401(K) PLAN
$1.3M · 96 participants
BRANLYN PROMINENCE, INC.
BRANLYN PROMINENCE, INC. 401K SAFE HARBOR MATCHING PLAN
$1.3M · 41 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B