How big is HELM.AI Inc.'s plan?

HELM.AI Inc.'s plan reported $4.5M in assets for 2025.

Original filing (PDF)20260409220104NAL0010817729008

HELM.AI Inc.

Name: HELM.AI Inc. — HELM.AI Inc. 401(k) Plan, Form 5500 (2025)
Creator: HELM.AI Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HELM.AI Inc. 401(k) Plan

401(k) retirement plan · HELM.AI Inc.'s HELM.AI Inc. 401(k) Plan reported $4.5M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

HELM.AI Inc.'s EIN is 81-4665855.

EIN 81-4665855

Plan number 001

Plan year 2025

ACK ID 20260409220104NAL0010817729008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HELM.AI Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HELM.AI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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. 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HELM.AI INC.

EIN

all filings

Address

1400 INDUSTRIAL WAY · REDWOOD CITY, CA · 94063

Phone

(650) 427-9540

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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