How big is Helix Traffic Solutions, LLC's plan?

Helix Traffic Solutions, LLC's plan reported $16.5M in assets and 2,386 participants for 2024.

Original filing (PDF)20251013150140NAL0002265200001

Helix Traffic Solutions, LLC

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

Form 5500

FILING_RECEIVED

Helix Traffic Solutions 401(k) Plan

401(k) retirement plan · Helix Traffic Solutions, LLC's Helix Traffic Solutions 401(k) Plan held $16.5M in plan assets for 2,386 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

Late participant contributions

Active participants

2,386

Accounts w/ balance

922

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan identifiers

Helix Traffic Solutions, LLC's EIN is 82-2510008.

EIN 82-2510008

Plan number 001

Plan year 2024

ACK ID 20251013150140NAL0002265200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

HELIX TRAFFIC SOLUTIONS, LLC

EIN

all filings

Address

STUDIO AT THE FOUNTAINS 3A-SUITE 22 · 1500 MEDICAL CENTER · MURFREESBORO, TN · 37129

Phone

(615) 225-1075

Industry

Transportation & Warehousing

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE	01-0233346	BUFFALO, NY	RECORDKEEPER	$54K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
DUNCAN WILLIAMS ASSET MANAGEMENT	—	MEMPHIS, TN	RI/IA	$6K	—

Investments

27 direct securities· $16.0M(97% of reported assets)

Mutual Funds

$15.4M

18 holdings

Common Collective Trusts

$526K

5 holdings

Other securities

$116K

4 holdings

					% of plan
American Funds 2045 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$2.6M	15.9%
American Funds 2050 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$2.1M	12.8%
American Funds 2055 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$2.0M	12.0%
American Funds 2030 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$1.6M	9.8%
American Funds 2035 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$1.6M	9.4%
American Funds 2025 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$1.4M	8.8%
American Funds 2040 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$1.4M	8.5%
American Funds 2060 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$1.3M	8.0%
American Funds 2065 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$822K	5.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$437K	2.6%
American Funds 2015 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$190K	1.2%
American Funds 2020 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$148K	0.9%
JPMorgan US Equity Fund;R6 Mutual Fund	Other securities	—	—	$57K	0.3%
Dodge & Cox Stock Fund;X Mutual Fund	Mutual Funds	—	—	$43K	0.3%
through August 2027	Other securities	—	—	$39K	0.2%
Vanguard Intermediate-Term Bond Index Fund;Admiral Mutual Fund	Common Collective Trusts	—	—	$37K	0.2%
Vanguard Strategic Equity Fund;Investor Mutual Fund	Mutual Funds	—	—	$31K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$30K	0.2%
American Funds New Perspective Fund;R6 Mutual Fund	Mutual Funds	—	—	$20K	0.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$14K	<0.1%
DFA US Targeted Value Portfolio;Institutional Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Carillon Eagle Mid Cap Growth Fund;R-6 Mutual Fund	Other securities	—	—	$11K	<0.1%
Columbia Overseas Value Fund;I3 Mutual Fund	Other securities	—	—	$9K	<0.1%
Nuveen Small Cap Blend Index Fund;R6 Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
American Funds 2010 Target Date Retirement Fd;R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
American Funds US Government Securities Fd;R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
PGIM Total Return Bond Fund;R6 Mutual Fund 235 PIMCO Income Fund;Institutional Mutual Fund	Mutual Funds	—	—	$1K	<0.1%