Helfman Enterprises, Inc. 401(k) Plan: Login, Facts & Contact Information

Helfman Enterprises, Inc. 401(k) Plan Facts

Plan name
HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HELFMAN ENTERPRISES, INC.
Participants
589 (483 active employees)
Former employees with a balance
119
Plan assets
$27,521,048 at Dec 31, 2024
Average account balance
$61,984 across 444 accounts
Employer contributions
$420,470 in plan year 2024 (16% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1993
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.58 million went into the plan in contributions, $420,470 of it from the employer (16%).
  • $3.16 million was paid out to participants.
  • Investment and other income added $3.85 million.
  • Administrative expenses were $70,184, about $158 per account.

How the Helfman Enterprises, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019686$16.5 million$294,608$1.50 million
2020705$19.8 million$251,435$1.16 million
2021481$22.4 million$374,867$2.03 million
2022517$19.1 million$435,292$998,827
2023553$24.3 million$470,132$971,708
2024589$27.5 million$420,470$3.16 million

Helfman Enterprises, Inc. 401(k) Contact Information

Phone
713-533-6222
Mailing address
7720 KATY FREEWAY, HOUSTON TX 77024
Plan sponsor
HELFMAN ENTERPRISES, INC.
Employer identification number (EIN)
74-2200964
Plan number
001

Questions about the Helfman Enterprises, Inc. 401(k)

Does Helfman Enterprises, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $420,470, 16% of all contributions.

Does the Helfman Enterprises, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Helfman Enterprises, Inc 401(k) plan?

589 participants at the start of plan year 2024, 483 of them active employees, and 119 former employees who still had money in the plan.

What is the average 401(k) balance at Helfman Enterprises, Inc?

About $61,984 per account: $27.5 million in plan assets across 444 accounts with a balance at the end of plan year 2024.

Who manages the Helfman Enterprises, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Helfman Enterprises, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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