Assets by plan
Share of aggregate retirement assets
Filings through .
Helix Environmental Planning
EIN 33-0493636environmental servicesLatest filing 2025
Plans
3
Retirement
2
$34.0M assets
Health & Benefits
1
$2.9M premiums
Participants
769
7578 EL CAJON BLVD STE 200 - LA MESA, CA 919424646619-462-1515helixepi.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.0M assets / 545 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$23.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.9M premiums / 313 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$1.3M
- Other$100K
- Life$81K
- Long-term disability$81K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST
401(k)
Assets$23.5M
Participants302
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.5M
Participants243
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HELIX ENVIRONMENTAL PLANNING HEALTH AND WELFARE PLAN
Fully insured - AETNA HEALTH, INC.
Premiums$2.9M
Covered lives313
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | 401(k) | $23.5M | 302 | 2025 |
| #002 | HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.5M | 243 | 2025 |
- #001 · 401(k) · 2025302
- #002 · ESOP · 2025243
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HELIX ENVIRONMENTAL PLANNING HEALTH AND WELFARE PLAN | Fully insured | AETNA HEALTH, INC. | $2.9M | 313 | 2025 |
- #501 · Fully insured · AETNA HEALTH, INC. · 2025313
Retirement plans
Health & Benefits plans