# Helms Bros. INC. 401(k) Plan
Source: https://planprovider.pro/companies/helms-bros-inc-401k-plan

> Helms Bros. INC.'s 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Helms Bros. INC.

- **Sponsor EIN:** 112417038

- **Sponsor Address:** 20824 NORTHERN BLVD, BAYSIDE, NY, 113613148

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

- **Total Participants:** 160

- **Total Assets:** $18.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|160|$18.6M|$94,960|$925,355|

| 2023|146|$16.0M|$93,092|$918,503|

| 2022|142|$13.3M|$108,180|$971,569|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$71,549|—|$71,549|

| PRIVATE ADVISOR GROUP LLC|INVESTMENT ADVISORY|—|$40,641|$40,641|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,190

- **Estimated Expense Ratio:** 0.605% 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|$71,549|—|$71,549|—|—|

| 2023|$60,695|—|$60,695|—|—|

| 2022|$57,885|—|$57,885|—|—|

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