Plan Snapshot
- Plan Sponsor: Helena Agri-Enterprises, LLC
- Sponsor EIN: 710293688
- Sponsor Address: 225 SCHILLING BOULEVARD, SUITE 300, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Total Participants: 6,252
- Total Assets: $678.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,252 | $678.2M | $23.6M | $38.4M |
| 2023 | 6,228 | $595.3M | $23.0M | $37.4M |
| 2022 | 5,662 | $487.4M | $14.8M | $32.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $361,728 | — | — | — | — |
| 2023 | $369,804 | — | — | — | — |
| 2022 | $356,181 | — | — | — | — |