Retirement plan

HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN

Name: HELIX HUMAN SERVICES, INC - HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: HELIX HUMAN SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN, HELIX HUMAN SERVICES, INC

HELIX HUMAN SERVICES, INCEIN 04-2105939Plan #001PY 2025

44 SHERMAN ST. - SPRINGFIELD, MA 011093517413-739-5626helixhumanservices.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsLow participationRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.7M

+13.3% from 2024

Total participants

263

+1.9% from 2024

Average account balance

$25,586

No prior year

Annual return

15.05%

-1.95 pp from 2024

Benchmarks

See 1,026 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,026 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

185

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

46.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$65

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$12,132
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC Service code 53 · EIN 52-1473914	Insurance Commissions	$7,054
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963	Contract Administrator	$3,423

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$12K

$82 / participant

Investment mgmt$10K87.5%
Contract admin$1K12.5%

% of EOY assets

0.252%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MP P.C.
Auditor EIN: 043191789
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,586

$47,105-45.7%

$68,368-62.6%

$67,986-62.4%

Participation rate

46.6%

51.8%-5.2pp

73.8%-27.2pp

57.2%-10.6pp

Annual return

15.05%

48.37%-33.3pp

292.57%-277.5pp

31.67%-16.6pp

Employer contribution / active EE

$868

$1,859-53.3%

$2,649-67.2%

$2,019-57.0%

Participant deferral / active EE

$609

$2,374-74.4%

$4,123-85.2%

$3,358-81.9%

Admin fee / account holder

$65

$2,435-97.3%

$5,150-98.7%

$3,203-98.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$12,132

TBS AGENCY INC3 years

Filed as: TBS AGENCY, INC

Service code 53 · EIN 52-1473914

Insurance Commissions

$7,054

ADP BROKER-DEALER9 years

Filed as: PENSION CONSULTANTS

Service code 13 · EIN 06-1504963

Contract Administrator

$3,423

HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion