# J.S. Helwig & Son, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-s-helwig-son-llc-401k-plan

> J.S. Helwig & Son, LLC's 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.S. Helwig & Son, LLC

- **Sponsor EIN:** 204068122

- **Sponsor Address:** 222 METRO DRIVE, TERRELL, TX, 75160

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

- **Total Participants:** 371

- **Total Assets:** $2.1M

## 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|371|$2.1M|$266,474|$642,289|

| 2023|128|$1.7M|$253,606|$586,938|

| 2022|376|$703,595|$159,126|$365,782|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$2,163|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$350|—|—|—|$350|

## Similar Plans

- [Southwestern Motor Transport, INC.](https://planprovider.pro/companies/southwestern-motor-transport-inc-401k-plan) — 388 participants

- [Lifescience Logistics, LLC](https://planprovider.pro/companies/lifescience-logistics-llc-401k-plan) — 482 participants

- [Andrews Logistics Texas, L.P.](https://planprovider.pro/companies/andrews-logistics-texas-l-p-401k-plan) — 492 participants

- [Chalk Mountain Services Of Texas, LLC](https://planprovider.pro/companies/chalk-mountain-services-of-texas-llc-401k-plan) — 724 participants

- [Tntx, LLC](https://planprovider.pro/companies/tntx-llc-401k-plan) — 1,152 participants

- [Trimac Transportation INC.](https://planprovider.pro/companies/trimac-transportation-inc-401k-plan) — 1,225 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-s-helwig-son-llc-401k-plan)

© 2026 PlanProvider.Pro