How big is Helms Briscoe Performance Group,'s plan?

Helms Briscoe Performance Group,'s plan reported $2.0M in assets and 34 participants for 2024.

Original filing (PDF)20250611174340NAL0016223889001

Helms Briscoe Performance Group,

Name: Helms Briscoe Performance Group, — Helms Briscoe, Form 5500 (2024)
Creator: Helms Briscoe Performance Group,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helms Briscoe Performance Group, Inc. 401(k) Plan

401(k) retirement plan · Helms Briscoe Performance Group,'s Helms Briscoe Performance Group, Inc. 401(k) Plan held $2.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Nick Rice signed Helms Briscoe Performance Group,'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Helms Briscoe Performance Group,'s EIN is 86-0790056.

EIN 86-0790056

Plan number 001

Plan year 2024

ACK ID 20250611174340NAL0016223889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helms Briscoe Performance Group, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helms Briscoe Performance Group,'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 HELMS BRISCOE PERFORMANCE GROUP,.

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Plan health score

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

100

Knocking points off