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Original filing (PDF)20260109081431NAL0009918609001
EDD HELMS GROUP INC.
Form 5500
FILING_RECEIVED
EDD HELMS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
93
Accounts w/ balance
49
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
28 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard Target Retirement 2035 Investment N/A" is 27% of plan.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
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 EDD HELMS GROUP INC..
Plan sponsor
Name
EDD HELMS GROUP INC.
EIN
59-2605868
Address
740 INTERNATIONAL PKWY · SUNRISE, FL · 333256219
Phone
(305) 653-2520
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-01-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOHAN CPA PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities · 28 pooled funds· $6.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$4.5M
28 holdings
Uncategorized
$1.6M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VG TARGET RET 2035 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $1.3M | 27.4% | |
| American Funds Growth Fund of America R6 N/A | — | — | — | $455K | 9.3% | |
| AMER FUNDS GROWTH FND R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $455K | 9.3% | |
| AMER FUNDS AM BALANCED R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $417K | 8.5% | |
| VG TARGET RET 2025 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $415K | 8.5% | |
| Vanguard LifeStrategy Growth Investment N/A | — | — | — | $331K | 6.8% | |
| VANG LIFESTRAT GROWTH INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $331K | 6.8% | |
| CMFG Life Insurance Company CMFG Stable Value A34 N/A | — | — | — | $276K | 5.6% | |
| COL CONTRARIAN CORE I3 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $253K | 5.2% | |
| VG TARGET RET 2055 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $152K | 3.1% | |
| VG TARGET RET 2045 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $127K | 2.6% | |
| Invesco International Diversified R6 N/A | — | — | — | $108K | 2.2% | |
| INVESCO INTL DVRS R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $108K | 2.2% | |
| VAN 500 INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $102K | 2.1% | |
| Legg Mason Clearbridge Appreciation IS N/A | — | — | — | $98K | 2.0% | |
| CB APPR IS CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $98K | 2.0% | |
| VG TARGET RET 2030 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $96K | 2.0% | |
| American Funds Capital World Growth and Income R6 N/A | — | — | — | $92K | 1.9% | |
| AMER FUNDS CAPWLD G&I R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $92K | 1.9% | |
| PIMCO HIGH YIELD INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $75K | 1.5% | |
| VG TARGET RET 2050 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $58K | 1.2% | |
| TRP MID-CAP GRWTH I CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $55K | 1.1% | |
| Vanguard Total Intl Stock Index Admiral N/A | — | — | — | $53K | 1.1% | |
| VG TOT INTL STK INDX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $53K | 1.1% | |
| participants - maturing 2026 Notes receivable from 9.75%-10.5% N/A | — | — | — | $52K | 1.1% | |
| Vanguard LifeStrategy Moderate Growth Investment N/A | — | — | — | $50K | 1.0% | |
| VANG LSTRAT MODRT GRW INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $50K | 1.0% | |
| participants - maturing 2028 Notes receivable from 10.00%-10.5% N/A | — | — | — | $49K | 1.0% | |
| SB&H PLUS BOND INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $46K | 0.9% | |
| VAN MID-CAP INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $41K | 0.8% | |
| VG TOTAL BNDMKT INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $40K | 0.8% | |
| Federated Hermes Federated Hermes MDT Large Cap Value Fund Service N/A | — | — | — | $35K | 0.7% | |
| FED HER MDT LG CP VAL SVC CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $35K | 0.7% | |
| VANGUARD SMALL CAP INDEX CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $24K | 0.5% | |
| participants - maturing 2029 Participant contributions Receivable N/A | — | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2060 Investment N/A 285 Vanguard Target Retirement Income Investment N/A | — | — | — | $8K | 0.2% | |
| VAN TRGT RTRMNT INC INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| INVESCO REAL ESTATE R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2020 Investment N/A | — | — | — | $8K | 0.2% | |
| COLUM INTL DIV INC INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| VG TARGET RET 2040 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| receivable Employer contributions Receivable N/A | — | — | — | $4K | <0.1% | |
| Notes receivable from 9.50%-10.5% N/A | — | — | — | $3K | <0.1% | |
| VG TARGET RET 2060 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $285 | <0.1% |
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