Helm Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Helm Group, Inc. 401(k) Plan Facts

Plan name
HELM GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HELM GROUP, INC.
Participants
310 (350 active employees)
Former employees with a balance
38
Plan assets
$63,947,838 at Dec 31, 2024
Average account balance
$209,665 across 305 accounts
Employer contributions
$1,480,075 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1986
✓ 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 Jul 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.10 million went into the plan in contributions, $1.48 million of it from the employer (29%).
  • $4.48 million was paid out to participants.
  • Investment and other income added $7.89 million.
  • Administrative expenses were $126,376, about $414 per account.

How the Helm Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019230$50.7 million$993,373$1.20 million
2020256$55.0 million$1.03 million$2.52 million
2021269$62.2 million$50,200$3.52 million
2022265$48.2 million$1.19 million$8.22 million
2023298$55.6 million$1.29 million$4.27 million
2024310$63.9 million$1.48 million$4.48 million

Helm Group, Inc. 401(k) Contact Information

Phone
815-235-2200
Mailing address
2283 ROUTE 20 EAST, FREEPORT IL 61032
Plan sponsor
HELM GROUP, INC.
Employer identification number (EIN)
36-3065097
Plan number
002

Questions about the Helm Group, Inc. 401(k)

Does Helm Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.48 million, 29% of all contributions.

Does the Helm Group, Inc 401(k) have automatic enrollment?

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

How many people are in the Helm Group, Inc 401(k) plan?

310 participants at the start of plan year 2024, 350 of them active employees, and 38 former employees who still had money in the plan.

What is the average 401(k) balance at Helm Group, Inc?

About $209,665 per account: $63.9 million in plan assets across 305 accounts with a balance at the end of plan year 2024.

Who manages the Helm Group, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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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