How big is Helix Operating Company LLC's plan?

Helix Operating Company LLC's plan reported $6.6M in assets and 67 participants for 2024.

Original filing (PDF)20251010160423NAL0008443313001

Helix Operating Company LLC

Name: Helix Operating Company LLC — Helix Operating, Form 5500 (2024)
Creator: Helix Operating Company LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust

401(k) retirement plan · Helix Operating Company LLC's Helix Operating Company LLC Employees' Profit Sharing Plan and Trust held $6.6M in plan assets for 67 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

136

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Susan NASH signed Helix Operating Company LLC's 2024 Form 5500 as plan administrator.

Susan NASH — 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

Helix Operating Company LLC's EIN is 61-1789812.

EIN 61-1789812

Plan number 001

Plan year 2024

ACK ID 20251010160423NAL0008443313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helix Operating Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helix Operating Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELIX OPERATING COMPANY LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 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

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HELIX OPERATING COMPANY LLC

EIN

all filings

Address

23200 COMMERCE PARK · BEACHWOOD, OH · 44122

Phone

(216) 485-2232

Industry

Manufacturing

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

2025-10-10

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)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$33K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MALONEY AND NOVOTNY LLC	—	CLEVELAND, OH	ACCOUNTANT	$12K	—

Investments

37 direct securities · 1 pooled fund· $7.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$3.9M

22 holdings

Mutual Funds

$958K

6 holdings

Common Stocks

$543K

3 holdings

Common Collective Trusts

$465K

2 holdings

Common Collective Trust

$393K

1 holding

Stable Value

$393K

2 holdings

Cash / Money Market

$368K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$1.3M Janus Henderson$624K Invesco$334K John Hancock$331K Prudential / PGIM$219K

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					% of plan
COLUMBIA QUALITY INCOME A GM MUTUAL FUNDS	Other securities	—	$805K	$687K	10.3%
BLACKROCK EQ DIVIDEND A GM MUTUAL FUNDS	Other securities	—	$603K	$530K	8.0%
AMERICAN EUROPACIFIC R4-GM MUTUAL FUNDS	Other securities	—	$543K	$511K	7.7%
ALGER SPECTRA FUND CL A GM MUTUAL FUNDS	Common Stocks	—	$392K	$428K	6.4%
ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS	Common Collective Trusts	—	$273K	$417K	6.3%
PUTNAM STABLE VALUE FUND CLASS 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$393K	5.9%
RETIREMENT RESERVE MONEY FD GM MONEY MARKET 0 ALGER SPECTRA FUND CL A MUTUAL FUNDS	Cash / Money Market	—	$297K	$366K	5.5%
JOHN HANCOCK DISCIPLIND R6 GM MUTUAL FUNDS	Other securities	—	$341K	$330K	5.0%
PUTNAM STABLE VALUE FUND 75 COMMON / COLLECTIVE TRUSTS	Stable Value	—	$328K	$328K	4.9%
BNY MELLON WORLDWIDE GR A GM MUTUAL FUNDS	Other securities	—	$342K	$305K	4.6%
INVESCO DEVELOPING MKTS A GM MUTUAL FUNDS	Mutual Funds	—	$328K	$302K	4.5%
TCW TOTAL RETURN BOND FD GM MUTUAL FUNDS	Other securities	—	$343K	$285K	4.3%
BLACKROCK INFL PROT INST GM MUTUAL FUNDS	Other securities	—	$264K	$242K	3.6%
JANUS HENDERSON ENTERPRISE GM MUTUAL FUNDS	Mutual Funds	—	$220K	$235K	3.5%
JANUS HENDERSON GLBL EQTY N GM MUTUAL FUNDS	Mutual Funds	—	$216K	$202K	3.0%
JANUS HENDERSON ENTERPRISE A MUTUAL FUNDS	Mutual Funds	—	$181K	$185K	2.8%
VICTORY SYCAMORE SML COMP A GM MUTUAL FUNDS	Other securities	—	$179K	$181K	2.7%
COHEN & STEERS REAL EST Z GM MUTUAL FUNDS	Other securities	—	$114K	$121K	1.8%
COLUMBIA SMALL CAP INDX INSTL2 MUTUAL FUNDS	Other securities	—	$138K	$118K	1.8%
DWS ENHANCED CMMDTY STRTG A GM MUTUAL FUNDS	Other securities	—	$148K	$118K	1.8%
PGIM JENNISON SMALL COMP A GM MUTUAL FUNDS	Other securities	—	$114K	$113K	1.7%
COLUMBIA MIDCAP INDEX FD CL A MUTUAL FUNDS	Common Stocks	—	$102K	$100K	1.5%
AMERICAN EUROPACIFIC GR R4 MUTUAL FUNDS	Other securities	—	$91K	$94K	1.4%
PGIM HIGH YIELD FUND A GM MUTUAL FUNDS	Other securities	—	$98K	$90K	1.4%
ACCRUED INCOME ACCRUED INCOME 330 PUTNAM STABLE VALUE FD 75 GM COMMON / COLLECTIVE TRUSTS	Stable Value	—	$66K	$66K	1.0%
ISHARES S&P 500 INDEX INSTL GM MUTUAL FUNDS	Common Collective Trusts	—	$26K	$48K	0.7%
BNY MELLON WORLDWIDE GRTH FD A MUTUAL FUNDS	Other securities	—	$41K	$38K	0.6%
LOAN FUND LOANS	Other securities	—	$36K	$36K	0.5%
INVESCO DEVELOPING MKTS FD A MUTUAL FUNDS	Mutual Funds	—	$34K	$32K	0.5%
BLACKROCK INFL PROT INST MUTUAL FUNDS	Other securities	—	$34K	$31K	0.5%
COHEN & STEERS REAL EST CL Z MUTUAL FUNDS	Other securities	—	$29K	$31K	0.5%
BLACKROCK EQ DIVIDEND A MUTUAL FUNDS	Other securities	—	$23K	$21K	0.3%
VICTORY SYCAMORE SMALL COMP A MUTUAL FUNDS	Other securities	—	$20K	$20K	0.3%
PGIM JENNISON SMALL COMPANY A MUTUAL FUNDS	Common Stocks	—	$17K	$16K	0.2%
DWS ENHANCED COMMODITY STRTG A MUTUAL FUNDS	Other securities	—	$4K	$3K	<0.1%
BLF FEDFUND MONEY MARKET	Cash / Money Market	—	$2K	$2K	<0.1%
JANUS HENDERSON GLOBAL EQITY N MUTUAL FUNDS	Mutual Funds	—	$2K	$2K	<0.1%
JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%

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