United Helpers Management Company, Inc. 401(k) Plan: Login, Facts & Contact Information

United Helpers Management Company, Inc. 401(k) Plan Facts

Plan name
UNITED HELPERS 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UNITED HELPERS, INC.
Participants
725 (478 active employees)
Former employees with a balance
133
Plan assets
$8,957,523 at Dec 31, 2024
Average account balance
$16,053 across 558 accounts
Employer contributions
$61,620 in plan year 2024 (7% of all contributions)
Recordkeeper
Transamerica Retirement Solution
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $864,699 went into the plan in contributions, $61,620 of it from the employer (7%).
  • $1.61 million was paid out to participants.
  • Investment and other income added $1.16 million.
  • Administrative expenses were $118,084, about $212 per account.

How the United Helpers Management Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019825$7.94 million$57,341$799,978
2020781$9.65 million$63,288$318,784
2021711$10.1 million$70,683$1.55 million
2022728$7.89 million$57,317$1.54 million
2023704$8.67 million$69,534$1.27 million
2024725$8.96 million$61,620$1.61 million

United Helpers Management Company, Inc. 401(k) Contact Information

Phone
315-393-3074
Mailing address
8101 STATE HIGHWAY 68, OGDENSBURG NY 13669
Plan sponsor
UNITED HELPERS, INC.
Employer identification number (EIN)
22-2428919
Plan number
003

Questions about the United Helpers Management Company, Inc. 401(k)

Does United Helpers Management Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $61,620, 7% of all contributions.

Does the United Helpers Management Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the United Helpers Management Company, Inc 401(k) plan?

725 participants at the start of plan year 2024, 478 of them active employees, and 133 former employees who still had money in the plan.

What is the average 401(k) balance at United Helpers Management Company, Inc?

About $16,053 per account: $8.96 million in plan assets across 558 accounts with a balance at the end of plan year 2024.

Who manages the United Helpers Management Company, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTION) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at United Helpers Management Company, Inc. How do I access my 401(k)?

Your account stays with Transamerica 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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