Plan Snapshot
- Plan Sponsor: Helix Traffic Solutions, LLC
- Sponsor EIN: 822510008
- Sponsor Address: STUDIO AT THE FOUNTAINS 3A-SUITE 22, MURFREESBORO, TN, 37129
- Plan Type: 401(k)
- Total Participants: 2,386
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,386 | $16.5M | $2.0M | $2.7M |
| 2023 | 2,073 | $11.1M | $1.7M | $2.1M |
| 2022 | 2,059 | $5.5M | $898,145 | $1.3M |
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 |
|---|---|---|---|---|
| ECP ACCOUNTING, INC. | 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 | $93,340 | $39,388 | — | — | — |
| 2023 | $40,694 | $40,694 | — | — | — |
| 2022 | $4,100 | — | $4,100 | — | — |