# Helm Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/helm-group-inc-401k-plan

> Helm Group, INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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