How big is NATE Helms LLC's plan?

NATE Helms LLC's plan reported $598K in assets and 3 participants for 2024.

Original filing (PDF)20251013133721NAL0002097440001

NATE Helms LLC

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

Form 5500-SF

FILING_RECEIVED

NATE Helms 401(k) Plan

401(k) retirement plan · NATE Helms LLC's NATE Helms 401(k) Plan held $598K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

Plan identifiers

NATE Helms LLC's EIN is 86-3014234.

EIN 86-3014234

Plan number 001

Plan year 2024

ACK ID 20251013133721NAL0002097440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NATE Helms LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

NATE HELMS LLC

EIN

all filings

Address

1050 25TH N · ST. PETERSBURG, FL · 33713

Phone

(813) 334-6500

Industry

Finance & Insurance

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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