Caroline Herndon signed Helix Energy Solutions Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helix Energy Solutions Group Inc.'s EIN is 95-3409686.
Download the official 2024 Form 5500 (PDF) for Helix Energy Solutions Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helix Energy Solutions Group Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | — | SAN ANTONIO, TX | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price T. Rowe Price Retire 2040 | Other securities | — | — | $13.4M | 11.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $12.4M | 10.1% | |
| T.Rowe Price T. Rowe Price Retire 2050 | Other securities | — | — | $10.1M | 8.2% | |
| T.Rowe Price T. Rowe Price Retire 2045 | Other securities | — | — | $9.5M | 7.7% | |
| T.Rowe Price T. Rowe Price Retire 2030 | Other securities | — | — | $8.1M | 6.6% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $7.5M | 6.1% | |
| T.Rowe Price T. Rowe Price Retire 2035 | Other securities | — | — | $7.3M | 6.0% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $5.4M | 4.4% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $4.7M | 3.8% | |
| Fidelity Advisors Stable Value | Stable Value | — | — | $4.4M | 3.6% | |
| T.Rowe Price T. Rowe Price Retire 2055 | Other securities | — | — | $4.3M | 3.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $4.1M | 3.4% | |
| T.Rowe Price T. Rowe Price Retire 2025 | Other securities | — | — | $3.8M | 3.1% | |
| T.Rowe Price T. Rowe Price Retire 2020 | Other securities | — | — | $3.2M | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.9M | 2.4% | |
| Participant Loans Interest on loans range from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $2.9M | 2.4% | |
| MassMutual MM Small Cap Opp R5 | Other securities | — | — | $2.6M | 2.1% | |
| Columbia Balanced Fund Class I | Other securities | — | — | $2.6M | 2.1% | |
| MFS International Growth | Mutual Funds | — | — | $2.6M | 2.1% | |
| Delaware Ivy DE IVY MD CP GRTH R6 | Other securities | — | — | $2.6M | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $2.1M | 1.7% | |
| Identity Description of Investment Cost Current Value * Fidelity Advisors Strategic Income | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity International Index | Mutual Funds | — | — | $1.8M | 1.5% | |
| Wasatch Global Wasatch Core Growth Fund Institutional Class Shares | Other securities | — | — | $1.4M | 1.1% | |
| ABF Small Cap Value Fund | Other securities | — | — | $1.3M | 1.0% | |
| Baird CORE PLUS INST | Other securities | — | — | $842K | 0.7% | |
| T.Rowe Price T. Rowe Price Retire Income | Other securities | — | — | $692K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $656K | 0.5% | |
| Delaware Ivy FA Focus Emrg Mkts Z | Other securities | — | — | $598K | 0.5% | |
| T.Rowe Price T. Rowe Price Retire 2010 | Other securities | — | — | $356K | 0.3% | |
| American Century American Century Inflation Adjust Bond Furn | U.S. Treasuries | — | — | $312K | 0.3% | |
| T.Rowe Price T. Rowe Price Retire 2015 | Other securities | — | — | $195K | 0.2% | |
| Identity Description of Investment Cost Current Value Gabelli UST MM AAA | Other securities | — | — | $177K | 0.1% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | Other securities | — | — | $150K | 0.1% | |
| Receivable Participant contributions receivable | Other securities | — | — | $87K | <0.1% | |
| T.Rowe Price T. Rowe Price Retire 2005 | Other securities | — | — | $47K | <0.1% | |
| Receivable Employer contributions receivable | Other securities | — | — | $24K | <0.1% |
