Helix Employment, Llc 401(k) Plan: Login, Facts & Contact Information

Helix Employment, Llc 401(k) Plan Facts

Plan name
HELIX 401 (K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HELIX EMPLOYMENT, LLC
Participants
244 (270 active employees)
Former employees with a balance
73
Plan assets
$13,562,368 at Dec 31, 2022
Average account balance
$40,364 across 336 accounts
Employer contributions
$1,322,538 in plan year 2022 (31% of all contributions)
Recordkeeper
Tri-ad Actuaries, Inc.
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 2019
✓ 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 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 13, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $4.23 million went into the plan in contributions, $1.32 million of it from the employer (31%).
  • $671,649 was paid out to participants.
  • Administrative expenses were $26,273, about $78 per account.

How the Helix Employment, Llc 401(k) changed, 2015–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20150$88,905$17,787$1,321
201621$560,158$130,608$21,870
2019202$8.15 million$710,399$1.49 million
2020176$9.44 million$335,562$1.94 million
2021163$12.4 million$817,788$1.65 million
2022244$13.6 million$1.32 million$671,649

Helix Employment, Llc 401(k) Contact Information

Phone
415-360-4399
Mailing address
101 S ELLSWORTH SUITE 350, SAN MATEO CA 94401
Plan sponsor
HELIX EMPLOYMENT, LLC
Employer identification number (EIN)
47-4085621
Plan number
001

Questions about the Helix Employment, Llc 401(k)

Does Helix Employment, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $1.32 million, 31% of all contributions.

Does the Helix Employment, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Helix Employment, Llc 401(k) plan?

244 participants at the start of plan year 2022, 270 of them active employees, and 73 former employees who still had money in the plan.

What is the average 401(k) balance at Helix Employment, Llc?

About $40,364 per account: $13.6 million in plan assets across 336 accounts with a balance at the end of plan year 2022.

Who manages the Helix Employment, Llc 401(k) accounts?

TRI-AD ACTUARIES, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Helix Employment, Llc. How do I access my 401(k)?

Your account stays with TRI-AD ACTUARIES, INC. 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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