401k Record

Employers › Edd Helms Group

Edd Helms Group 401(k)

Administrative expenses excluding investment management, per participant · Edd Helms Group, Inc. 401(k) Plan · plan year 2024

$489.18

Higher than 98% of the 14,713 plans $1 to 10M that report it.

Source

= $23,970 / 49
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260109081431NAL0009918609001, received 2026-01-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260109081431NAL0009918609001, received 2026-01-09

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-06-01 to 2025-05-31, filing received 2026-01-09.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$489.18

10th: $19.42median $150.2790th: $370.75

Higher than 96% of the 15,210 plans $1 to 10M that report it.

Source

= $23,970 / 49
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260109081431NAL0009918609001, received 2026-01-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260109081431NAL0009918609001, received 2026-01-09

Administrative expenses as a share of assets

0.490%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 47% of the 15,243 plans $1 to 10M that report it.

Source

= $23,970 / $4,891,504
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260109081431NAL0009918609001, received 2026-01-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260109081431NAL0009918609001, received 2026-01-09

Employer contributions per participant

$2,103

10th: $357median $1,32390th: $2,861

Higher than 76% of the 13,342 plans $1 to 10M that report it.

Source

= $103,056 / 49
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260109081431NAL0009918609001, received 2026-01-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260109081431NAL0009918609001, received 2026-01-09

Employer share of total contributions

23.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 32% of the 13,370 plans $1 to 10M that report it.

Source

= $103,056 / $446,035
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260109081431NAL0009918609001, received 2026-01-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260109081431NAL0009918609001, received 2026-01-09

Plan terms, as stated in Edd Helms Group Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260109081431NAL0009918609001, received 2026-01-09

Full record, Edd Helms Group, Inc. 401(k) Plan

FieldValueSource
Plan sponsorEDD HELMS GROUP INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260109081431NAL0009918609001, received 2026-01-09
Plan nameEDD HELMS GROUP, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260109081431NAL0009918609001, received 2026-01-09
Sponsor EIN / plan number59-2605868 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260109081431NAL0009918609001, received 2026-01-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260109081431NAL0009918609001, received 2026-01-09
Sponsor locationSUNRISE, FLForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260109081431NAL0009918609001, received 2026-01-09
Industry (business code)238210, ConstructionForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260109081431NAL0009918609001, received 2026-01-09
Plan year2024-06-01 to 2025-05-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260109081431NAL0009918609001, received 2026-01-09
Filing received2026-01-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260109081431NAL0009918609001, received 2026-01-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260109081431NAL0009918609001, received 2026-01-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260109081431NAL0009918609001, received 2026-01-09
Participants, beginning of year106Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260109081431NAL0009918609001, received 2026-01-09
Active participants93Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260109081431NAL0009918609001, received 2026-01-09
Participants, end of year103Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260109081431NAL0009918609001, received 2026-01-09
Participants with an account balance49Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260109081431NAL0009918609001, received 2026-01-09
Total assets, beginning of year$5,061,505Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260109081431NAL0009918609001, received 2026-01-09
Total assets, end of year$4,891,504Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260109081431NAL0009918609001, received 2026-01-09
Net assets, end of year$4,891,504Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260109081431NAL0009918609001, received 2026-01-09
Total income$923,941Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260109081431NAL0009918609001, received 2026-01-09
Net income$-170,001Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260109081431NAL0009918609001, received 2026-01-09
Employer contributions$103,056Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260109081431NAL0009918609001, received 2026-01-09
Participant contributions$293,967Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260109081431NAL0009918609001, received 2026-01-09
Other contributions (incl. rollovers)$49,012Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260109081431NAL0009918609001, received 2026-01-09
Total contributions$446,035Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260109081431NAL0009918609001, received 2026-01-09
Benefit payments$1,069,972Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260109081431NAL0009918609001, received 2026-01-09
Total expenses (incl. benefit payments)$1,093,942Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260109081431NAL0009918609001, received 2026-01-09
Total administrative expenses$23,970Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260109081431NAL0009918609001, received 2026-01-09
Administrative expenses excluding investment management$23,970derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260109081431NAL0009918609001, received 2026-01-09
Held in mutual funds$4,493,489Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260109081431NAL0009918609001, received 2026-01-09
Independent auditorDOHAN CPA PASchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260109081431NAL0009918609001, received 2026-01-09

Position = column in the DOL layout for form year 2024. Filing 20260109081431NAL0009918609001, received 2026-01-09.

Service providers paid directly by the plan

No Schedule C line 2 providers are listed on this filing.

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260109081431NAL0009918609001, received 2026-01-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$5,061,505$4,891,504-3.4%
Participants with a balance5149-3.9%
Administrative expenses$23,043$23,9704.0%
Recordkeeping fees per participant$316.57not reported
Employer contributions$100,736$103,0562.3%

Prior filing 20250304142940NAL0011263760001, received 2025-03-04; the plan years are contiguous.

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Sponsor name as filed: EDD HELMS GROUP INC.; SEC registrant: EDD HELMS GROUP INC (CIK 854883, matched by EIN).