Plan Snapshot
- Plan Sponsor: Helfman Enterprises, INC.
- Sponsor EIN: 742200964
- Sponsor Address: 7720 KATY FREEWAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 483 | $27.5M | $420,470 | $1.5M |
| 2023 | 472 | $24.3M | $470,132 | $1.6M |
| 2022 | 453 | $19.1M | $435,292 | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $41,453 | — | $41,453 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $19,925 | — | $19,925 |
| LEGACY ASSET MANAGEMENT, INC | NONE | $18,771 | — | $18,771 |
| WEINSTEIN SPIRA & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,149
- Estimated Expense Ratio: 0.291% of plan assets
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 | $70,184 | $28,731 | $41,453 | — | — |
| 2023 | $61,819 | $33,534 | $28,285 | — | — |
| 2022 | $58,269 | $28,517 | $29,752 | — | — |