How big is Helgerson Solutions Group LLC's plan?

Helgerson Solutions Group LLC's plan reported $304K in assets and 6 participants for 2025.

Original filing (PDF)20260519143509NAL0001737298001

Helgerson Solutions Group LLC

Name: Helgerson Solutions Group LLC — Helgerson Solutions, Form 5500 (2025)
Creator: Helgerson Solutions Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helgerson Solutions Group 401(k) Plan

401(k) retirement plan · Helgerson Solutions Group LLC's Helgerson Solutions Group 401(k) Plan held $304K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Jason Helgerson signed Helgerson Solutions Group LLC's 2025 Form 5500 as plan administrator.

Jason Helgerson — 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

Helgerson Solutions Group LLC's EIN is 82-4770387.

EIN 82-4770387

Plan number 001

Plan year 2025

ACK ID 20260519143509NAL0001737298001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Helgerson Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Helgerson Solutions 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 HELGERSON SOLUTIONS GROUP LLC.

Finding similar companies…

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