Original filing (PDF)20250412220738NAL0048765602087

HELM HOLDCO, INC.

Name: HELM HOLDCO, INC. — HELM HOLDCO 401(K) PLAN, Form 5500 (2024)
Creator: HELM HOLDCO, INC.

Form 5500-SF

FILING_RECEIVED

HELM HOLDCO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELM HOLDCO, INC..

Plan sponsor

Name

HELM HOLDCO, INC.

EIN

84-3399007

Address

6565 SPRING BROOK AVE STE 8 - 149 · #2 · RHINEBECK, NY · 12572

Phone

(718) 413-0646

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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