Original filing (PDF)20250610084439NAL0014629153001

HELEN & GERTRUDE, INC.

Name: HELEN & GERTRUDE, INC. — HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: HELEN & GERTRUDE, INC.

Form 5500-SF

FILING_RECEIVED

HELEN & GERTRUDE INC. SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELEN & GERTRUDE, INC..

Plan sponsor

Name

HELEN & GERTRUDE, INC.

EIN

81-4761091

Address

127 RAILROAD STREET · SUITE 210 · ROCHESTER, NY · 14609

Phone

(585) 727-2945

Industry

Professional & Technical Servicessee all

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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