Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE HELIX SCHOOL
EIN 47-3699669primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$362K assets
Welfare
0
Participants
71
161 MITCHELL BLVD - SAN RAFAEL, CA 94903415-569-5063thehelixschool.orgLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $362K assets / 71 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#002
THE HELIX SCHOOL 403(B) PLAN
401k
Assets$318K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE HELIX SCHOOL 401K PLAN
401k
Assets$45K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE HELIX SCHOOL 403(B) PLAN | 401k | $318K | 62 | 2025 | |
| 001 | THE HELIX SCHOOL 401K PLAN | 401k | $45K | 9 | 2025 |
Retirement plans