Back to filter
Original filing (PDF)20250627111248NAL0009341377001
HELMES, INC.
Form 5500-SF
FILING_RECEIVED
HELMES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
74
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELMES, INC..
Plan sponsor
Name
HELMES, INC.
EIN
91-1412117
Address
11815 NE 113TH STREET · SUITE 110 · VANCOUVER, WA · 98662
Phone
(360) 448-4707
Industry
Constructionsee all
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
MARCHESE RESTORATION
MARCHESE RESTORATION 401(K) PLAN
$6.0M · 12 participants
WHITESTONE CONSTRUCTION GROUP, LLC
WHITESTONE CONSTRUCTION GROUP 401(K) PLAN
$6.0M · 53 participants
AGAE CONTRACTING, INC
AGAE CONTRACTING 401(K)/PROFIT SHARING PLAN
$6.0M · 40 participants
GDK CONSTRUCTION COMPANY
GDK CONSTRUCTION COMPANY PROFIT SHARING & RETIREMENT SAVINGS PLAN
$6.0M · 18 participants
BLOCK BUILDINGS LLC
BLOCK BUILDINGS LLC SAVINGS INCENTIVE PLAN
$6.0M · 4 participants
POST COMMERCIAL REAL ESTATE, LLC
POST COMMERCIAL REAL ESTATE, LLC 401(K) PLAN
$6.0M · 127 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants