How big is HELU LLC's plan?

HELU LLC's plan reported $810K in assets and 45 participants for 2024.

Original filing (PDF)20250726131439NAL0010149408001

HELU LLC

Name: HELU LLC — HELU LLC 401(k) Plan, Form 5500 (2024)
Creator: HELU LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HELU LLC 401(k) Plan

401(k) retirement plan · HELU LLC's HELU LLC 401(k) Plan held $810K in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

Plan identifiers

HELU LLC's EIN is 84-5186809.

EIN 84-5186809

Plan number 001

Plan year 2024

ACK ID 20250726131439NAL0010149408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

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

Plan sponsor

Name

HELU LLC

EIN

all filings

Address

856 E 12300 S · SUITE 5 · DRAPER, UT · 84020

Phone

(801) 792-5657

Industry

Real Estate

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-26

Pension benefit codes

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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