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  2. Trey Helton State Farm

Filings through Oct 24, 2026.

Sponsor portfolio

Trey Helton State Farm

EIN 20-1362105-insurance-Latest filing 2025
Plans
1
Retirement
1
$563K assets
Welfare
0
Participants
10
2650 MEMORIAL BLVD. STE C - MURFREESBORO, TN 37129615-895-0500treyhelton.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$563K - 10 part

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Retirement#001

TREY HELTON STATE FARM 401(K) PLAN

401(k)

Assets$563K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREY HELTON STATE FARM 401(K) PLAN401(k)$563K102025
Retirement plans
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