# Helm43, LLC 401(k) Plan
Source: https://planprovider.pro/companies/helm-inc-401k-plan

> Helm43, LLC's 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helm43, LLC

- **Sponsor EIN:** 381247455

- **Sponsor Address:** 47911 HALYARD DRIVE, PLYMOUTH, MI, 481702461

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

- **Total Participants:** 306

- **Total Assets:** $12.9M

## 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|306|$12.9M|$138,340|$1.2M|

| 2023|215|$10.1M|$94,235|$788,588|

| 2022|171|$8.8M|$91,256|$713,998|

## 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|

| NATIONWIDE|NONE|$26,953|—|$26,953|

| RBC CAPITAL MARKETS CORP, LLC|NONE|$17,874|—|$17,874|

| PROACCOUNT|INVESTMENT ADVISORY|$11,258|—|$11,258|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [RBC CAPITAL MARKETS CORP, LLC](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,085

- **Estimated Expense Ratio:** 0.435% 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|$34,980|—|—|—|—|

| 2023|$32,191|—|—|—|—|

| 2022|$26,339|—|—|—|$26,339|

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