Plan Snapshot
- Plan Sponsor: Helix Environmental Planning, INC.
- Sponsor EIN: 330493636
- Sponsor Address: 7578 EL CAJON BLVD STE 200, LA MESA, CA, 91942
- Plan Type: DC
- Total Participants: 181
- Total Assets: $9.1M
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 | 181 | $9.1M | $663,535 | $0 |
| 2023 | 178 | $7.7M | $554,107 | $0 |
| 2022 | 156 | $7.4M | $539,042 | $0 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
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 | $66,251 | — | — | — | — |
| 2023 | $46,481 | — | — | — | — |
| 2022 | $17,794 | — | — | — | $17,794 |