# Helm Bank Usa 401(k) Plan
Source: https://planprovider.pro/companies/helm-bank-usa-401k-plan

> Helm Bank Usa's 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helm Bank Usa

- **Sponsor EIN:** 650159184

- **Sponsor Address:** 999 BRICKELL AVE STE 100, MIAMI, FL, 33131

- **Plan Type:** 401(k)

- **Total Participants:** 239

- **Total Assets:** $29.8M

## 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|239|$29.8M|$1.0M|$1.4M|

| 2023|222|$23.7M|$918,700|$1.2M|

| 2022|179|$18.7M|$738,771|$992,190|

## 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|

| PEREZ-ABREU,AGUERREBERE,SUEIRO,TORR|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|$121,001|—|—|—|—|

| 2023|$94,860|—|—|—|—|

| 2022|$87,450|—|$87,450|—|—|

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