How big is Helton & Co, Inc.'s plan?

Helton & Co, Inc.'s plan reported $605K in assets and 23 participants for 2024.

Original filing (PDF)20250728125846NAL0000790291001

Helton & Co, Inc.

Name: Helton & Co, Inc. — Helton & Co., Inc. 401(k) Plan, Form 5500 (2024)
Creator: Helton & Co, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helton & Co., Inc. 401(k) Plan

401(k) retirement plan · Helton & Co, Inc.'s Helton & Co., Inc. 401(k) Plan held $605K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

GAIL Helton signed Helton & Co, Inc.'s 2024 Form 5500 as plan administrator.

GAIL Helton — 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

Helton & Co, Inc.'s EIN is 80-0063425.

EIN 80-0063425

Plan number 001

Plan year 2024

ACK ID 20250728125846NAL0000790291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helton & Co, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helton & Co, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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