Plan Snapshot
- Plan Sponsor: Helm Group, INC.
- Sponsor EIN: 363065097
- Sponsor Address: 2283 ROUTE 20 EAST, FREEPORT, IL, 61032
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $63.9M
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 | 350 | $63.9M | $1.5M | $2.7M |
| 2023 | 265 | $55.6M | $1.3M | $2.4M |
| 2022 | 253 | $48.2M | $1.2M | $2.1M |
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 |
|---|---|---|---|---|
| CHOREO LLC | ADVISOR | $80,000 | — | $80,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,376 | — | $35,376 |
| SMITH HOWARD PC | ACCOUNTANT/AUDITOR | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,376
- Estimated Expense Ratio: 0.198% 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 | $126,376 | $80,000 | — | $11,000 | — |
| 2023 | $118,431 | $80,000 | — | $10,000 | — |
| 2022 | $121,939 | — | — | — | — |