How big is Craig HELM, M.D., a Professional Coporation's plan?

Craig HELM, M.D., a Professional Coporation's plan reported $3.4M in assets and 37 participants for 2024.

Original filing (PDF)20250723143333NAL0001960243001

Craig HELM, M.D., a Professional Coporation

Name: Craig HELM, M.D., a Professional Coporation — Form 5500 Plan 001 (2024)
Creator: Craig HELM, M.D., a Professional Coporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HELM Vision Group 401(k) Profit Sharing Plan

401(k) retirement plan · Craig HELM, M.D., a Professional Coporation's HELM Vision Group 401(k) Profit Sharing Plan held $3.4M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Craig HELM, M.D., a Professional Coporation's EIN is 95-4873440.

EIN 95-4873440

Plan number 001

Plan year 2024

ACK ID 20250723143333NAL0001960243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craig HELM, M.D., a Professional Coporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craig HELM, M.D., a Professional Coporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIG HELM, M.D., A PROFESSIONAL COPORATION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CRAIG HELM, M.D., A PROFESSIONAL COPORATION

EIN

all filings

Address

27420 TOURNEY ROAD - SUITE 100 · VALENCIA, CA · 91355

Phone

(661) 259-3937

Industry

Health Care & Social Assistance

Plan administrator