Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HELMSMAN PROPERTY SERVICES, INC.
EIN 52-2001299real estateLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 14 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
HELMSMAN PROPERTY SERVICES, INC. PROFIT SHARING PLAN
401k
Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HELMSMAN PROPERTY SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELMSMAN PROPERTY SERVICES, INC. PROFIT SHARING PLAN | 401k | $2.2M | 7 | 2024 | |
| 002 | HELMSMAN PROPERTY SERVICES, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 7 | 2024 |
Retirement plans