Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HELISTRAND, INC.
EIN 95-2755936electrical/electronic manufacturingLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
47
707 EAST YANONALI STREET - SANTA BARBARA, CA 93103805-963-4518helistrand.comLinkedIn1-10 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 47 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
HELISTRAND, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HELISTRAND, INC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants21
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 | HELISTRAND, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 26 | 2024 | |
| 003 | HELISTRAND, INC CASH BALANCE PLAN | CashBalance | $1.0M | 21 | 2024 |
Retirement plans