Helms Performance Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Helms Performance Group, INC.
  • Sponsor EIN: 362647380
  • Sponsor Address: 290 LARKIN DR, WHEELING, IL, 60090
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $6.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$6.0M$102,012$195,069
202340$5.1M$87,662$177,639
202236$4.4M$104,879$198,825

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