# Helix Electric, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/helix-electric-inc-330124909-504

> Helix Electric, INC.'s Health & Welfare plan: 2,786 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helix Electric, INC.

- **Sponsor EIN:** 330124909

- **Sponsor Address:** PO BOX 85298, SAN DIEGO, CA, 92186

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 2,786

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|2,786|$5.2M|$20.1M|$6.8M|

| 2023|2,025|$2.1M|$18.7M|$5.7M|

| 2022|3,354|$3.5M|$14.7M|$6.0M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO|Recordkeeper|$115,253|—|$115,253|

| MOSS ADAMS|Auditor|$34,774|—|$34,774|

| LEVITZACKS|Other Service Provider|$9,098|—|$9,098|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $159,125

- **Estimated Expense Ratio:** 3.059% 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|$3,450,700|—|—|—|—|

| 2023|$42,369|—|—|—|—|

| 2022|$213,561|—|—|—|—|

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