Retirement plan

HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN

Name: HELWIG CARBON PRODUCTS, INC. - HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN (2024) Form 5500
Creator: HELWIG CARBON PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN, HELWIG CARBON PRODUCTS, INC.

HELWIG CARBON PRODUCTS, INC.EIN 39-0342040Plan #001PY 2024

8900 WEST TOWER AVENUE - MILWAUKEE, WI 53224414-354-2411helwigcarbon.comLinkedIn201-500 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$9.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 7, 2025 (most recent of 4 filings on file)

Plan administrator

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8900 West Tower Avenue

Milwaukee, WI 53224

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Plans declared (1)

Salary Continuation Agreement1 emp

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Total assets (EOY)

$33.4M

+21.3% from 2023

Total participants

319

+6.7% from 2023

Average account balance

$109,375

+13.0% from 2023

Annual return

23.44%

+18.03 pp from 2023

Benchmarks

See 3,302 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,302 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.36M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

305

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+23.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Filed as: JOHN HANCOCK ENTERPRISES Service code 21 · EIN 01-0233346	Bank Trustee	$44,540
COMMONWEALTH FINANCIAL NETWORK2 years Service code 27 29 SAWYER ROAD · WALTHAM, MA 02451	Advisory (Plan)	$37,781
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICE Service code 27 6333 N IRVING STATE HIGHWAY 161 · IRVING, TX 75038	Advisory (Plan)	$20,816

Plan features & details

Pension benefit codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$62K

$228 / participant

Recordkeeping$11K17.1%
Contract admin$51K82.9%

% of EOY assets

0.186%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,375

$106,247+2.9%

$147,096-25.6%

$77,714+40.7%

Participation rate

94.9%

78.4%+16.5pp

82.2%+12.7pp

70.6%+24.3pp

Annual return

23.44%

56.87%-33.4pp

419.75%-396.3pp

31.26%-7.8pp

Employer contribution / active EE

$1,907

$4,069-53.1%

$4,936-61.4%

$2,727-30.1%

Participant deferral / active EE

$4,572

$7,996-42.8%

$8,071-43.4%

$4,649-1.7%

Admin fee / account holder

$203

$338-39.9%

$13,005-98.4%

$433-53.1%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Filed as: JOHN HANCOCK ENTERPRISES

Service code 21 · EIN 01-0233346

Bank Trustee

$44,540

COMMONWEALTH FINANCIAL NETWORK2 years

Service code 27

29 SAWYER ROAD · WALTHAM, MA 02451

Advisory (Plan)

$37,781

AVANTAX INSURANCE AGENCY LLC2 years

Filed as: AVANTAX ADVISORY SERVICE

Service code 27

6333 N IRVING STATE HIGHWAY 161 · IRVING, TX 75038

Advisory (Plan)

$20,816

HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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