Sponsor portfolio
JOHN HELMS, INC.
EIN 65-1165904Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$55K assets
Welfare
0
Participants
2
6151 LAKE OSPREY DR. STE 300 - SARASOTA, FL 34240877-354-1780
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN HELMS, INC. 401(K) PLAN & TRUST | 401k | $55K | 2 | 2024 |
Retirement plans