Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HELISERVICE, LLC
EIN 26-4400715ConstructionLatest filing 2025
Plans
3
Retirement
3
$3.0M assets
Welfare
0
Participants
53
1321 APOPKA AIRPORT ROAD, HANGAR 161 - APOPKA, FL 32712407-562-3971
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.0M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HELISERVICE, LLC 401(K) PLAN
401k
Assets$1.8M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HELISERVICE, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HELISERVICE, LLC RETIREMENT PLAN
ProfitSharing
Assets$44K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELISERVICE, LLC 401(K) PLAN | 401k | $1.8M | 37 | 2025 | |
| 002 | HELISERVICE, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 8 | 2024 | |
| 003 | HELISERVICE, LLC RETIREMENT PLAN | ProfitSharing | $44K | 8 | 2024 |
Retirement plans