Helwig Carbon Products, Inc. 401(k) Plan: Login, Facts & Contact Information

Helwig Carbon Products, Inc. 401(k) Plan Facts

Plan name
HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
HELWIG CARBON PRODUCTS, INC.
Participants
315 (287 active employees)
Former employees with a balance
31
Plan assets
$37,310,544 at Oct 31, 2025
Average account balance
$118,071 across 316 accounts
Employer contributions
$572,548 in plan year 2024 (29% of all contributions)
Plan year
Nov 1, 2024 – Oct 31, 2025
Plan established
Nov 1, 2002
— 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 (Nov 1, 2024 – Oct 31, 2025), filed Aug 12, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.96 million went into the plan in contributions, $572,548 of it from the employer (29%).
  • $2.96 million was paid out to participants.
  • Investment and other income added $5.02 million.
  • Administrative expenses were $69,112, about $219 per account.

How the Helwig Carbon Products, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019318$28.3 million$429,656$4.04 million
2020321$34.3 million$416,571$1.75 million
2021289$27.4 million$469,181$3.07 million
2022296$27.5 million$512,430$3.10 million
2023298$33.4 million$518,609$2.35 million
2024315$37.3 million$572,548$2.96 million

Helwig Carbon Products, Inc. 401(k) Contact Information

Phone
414-354-2411
Mailing address
8900 WEST TOWER AVENUE, MILWAUKEE WI 53224
Plan sponsor
HELWIG CARBON PRODUCTS, INC.
Employer identification number (EIN)
39-0342040
Plan number
001

Questions about the Helwig Carbon Products, Inc. 401(k)

Does Helwig Carbon Products, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $572,548 in employer contributions for plan year 2024.

Does the Helwig Carbon Products, Inc 401(k) have automatic enrollment?

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

How many people are in the Helwig Carbon Products, Inc 401(k) plan?

315 participants at the start of plan year 2024, 287 of them active employees, and 31 former employees who still had money in the plan.

What is the average 401(k) balance at Helwig Carbon Products, Inc?

About $118,071 per account: $37.3 million in plan assets across 316 accounts with a balance at the end of plan year 2024.

Who manages the Helwig Carbon Products, Inc 401(k) accounts?

Schwab Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Helwig Carbon Products, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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