How big is Helium Financial Group LLC's plan?

Helium Financial Group LLC's plan reported $798K in assets and 24 participants for 2024.

Original filing (PDF)20250522124149NAL0002650321001

Helium Financial Group LLC

Name: Helium Financial Group LLC — Helium Financial Group, Form 5500 (2024)
Creator: Helium Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helium Financial Group LLC 401(k) Plan

401(k) retirement plan · Helium Financial Group LLC's Helium Financial Group LLC 401(k) Plan held $798K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Nichcole Johnson signed Helium Financial Group LLC's 2024 Form 5500 as plan administrator.

Nichcole Johnson — 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

Helium Financial Group LLC's EIN is 81-0747361.

EIN 81-0747361

Plan number 001

Plan year 2024

ACK ID 20250522124149NAL0002650321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helium Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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