PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HELIX ENVIRONMENTAL PLANNING
Sponsor portfolio

HELIX ENVIRONMENTAL PLANNING

EIN 33-0493636-environmental services-Latest filing 2025
Plans
3
Retirement
2
$27.9M assets
Welfare
1
$2.9M premiums
Participants
731
7578 EL CAJON BLVD., SUITE 200 - LA MESA, CA 91942619-462-1515helixepi.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$18.9M - 285 part#002ESOP-$9.1M - 222 part#501Fully Insured-$2.9M - 313 lives

Retirement portfolio analytics

2 plans aggregated / $27.9M assets / 507 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • SHARING PLAN TRUST (#001)68%
  • EMPLOYEE STOCK OWNERSHIP (#002)32%
Total $27.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • TRANSITION FINANCE STRATEGIES, LLC32%
Total $27.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#001)285
  • EMPLOYEE STOCK OWNERSHIP (#002)222
Total 507Click row to drill in

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
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • SIMNSA3%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $175K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST

401k

Assets$18.9M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.1M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELIX ENVIRONMENTAL PLANNING HEALTH AND WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.9M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST401k$18.9M2852024
002HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.1M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELIX ENVIRONMENTAL PLANNING HEALTH AND WELFARE PLANFully InsuredAETNA HEALTH, INC.$2.9M3132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica