How big is The HELM Management Co's plan?

The HELM Management Co's plan reported $2.4M in assets and 73 participants for 2024.

Original filing (PDF)20251010155231NAL0007980929001

The HELM Management Co

Name: The HELM Management Co — The HELM Management Co, Form 5500 (2024)
Creator: The HELM Management Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The HELM Management Co 401(k) Plan

401(k) retirement plan · The HELM Management Co's The HELM Management Co 401(k) Plan held $2.4M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Thomas B Hensley signed The HELM Management Co's 2024 Form 5500 as plan administrator.

Thomas B Hensley — 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

The HELM Management Co's EIN is 95-3697413.

EIN 95-3697413

Plan number 001

Plan year 2024

ACK ID 20251010155231NAL0007980929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The HELM Management Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The HELM Management Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HELM MANAGEMENT CO.

Finding similar companies…

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