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Original filing (PDF)20251010001834NAL0012309728001
HELIX, INC. DBA HELIX GENOMICS
Form 5500
FILING_RECEIVED
HELIX 401 (K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217
Accounts w/ balance
341
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELIX, INC. DBA HELIX GENOMICS.
Plan sponsor
Name
HELIX, INC. DBA HELIX GENOMICS
EIN
92-1467388
Address
400 S EL CAMINO REAL SUITE 300 · SAN MATEO, CA · 94402
Phone
(415) 360-4399
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $34K | — |
Investments
31 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $5.5M | 24.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $3.2M | 14.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $2.6M | 11.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $2.1M | 9.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.1M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.1M | 5.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $825K | 3.6% | |
| JPMorgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $740K | 3.2% | |
| Schwab Small Cap Index Select Fund Mutual Fund | — | — | — | $573K | 2.5% | |
| Schwab US Mid Cap Index Fund Mutual Fund | — | — | — | $503K | 2.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $488K | 2.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $461K | 2.0% | |
| Schwab International Index Fund Mutual Fund | — | — | — | $430K | 1.9% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $240K | 1.0% | |
| DFA Emerging Markets Core Equity Portfolio Fund Mutual Fund | — | — | — | $234K | 1.0% | |
| DFA Real Estate Securities Portfolio Fund Mutual Fund | — | — | — | $224K | 1.0% | |
| DFA US Sustainability Core 1 Portfolio Fund Mutual Fund | — | — | — | $222K | 1.0% | |
| American Funds EuroPacific Growth R6 Fund Mutual Fund | — | — | — | $206K | 0.9% | |
| DFA US Targeted Value Portfolio Fund Mutual Fund | — | — | — | $151K | 0.7% | |
| Schwab Bank Savings Money Market Account | — | — | — | $130K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $127K | 0.6% | |
| with various maturities through August 2039 - | — | — | — | $113K | 0.5% | |
| T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund | — | — | — | $108K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Fund Mutual Fund | — | — | — | $96K | 0.4% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | — | $91K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $55K | 0.2% | |
| DFA International Value Portfolio Fund Mutual Fund | — | — | — | $50K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $41K | 0.2% | |
| DFA International Small Company Portfolio Fund Mutual Fund | — | — | — | $31K | 0.1% | |
| T. Rowe Price Spectrum Income Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $8K | <0.1% |
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