Plan Ledger DOL Form 5500 · updated monthly

Edd Helms Group Inc.401(k)

EDD HELMS GROUP, INC. 401(K) PLAN · SUNRISE, FL · plan year 2023

Reported admin expense ratio · 2023
0.48%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Edd Helms Group Inc. reported $23,043 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,095 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,476th of 3,644), and 3,978th of 5,337 in construction. In 2023, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,061,505
Participants with balances51
Active participants92
Employer contributions$100,736
Employee contributions$290,281
Employer contribution per active participant$1,095
Average account balance$99,245
Benefits paid to participants$657,034
Plan auditUnmodified (clean) audit opinion
AuditorDOHAN CPA PA
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 49 accts · $103K emplr
2023$5.1M · 51 accts · $101K emplr
2022$4.6M · 51 accts · $97K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,043
Total administrative$23,043
The Edd Helms Group Inc. 401(k) match · 2023
Employer contribution per active participant$1,095
Median for plans this size$1,308
2024$1,108 per active participant
2023$1,095 per active participant
2022$1,038 per active participant

Edd Helms Group Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$23,970 · 0.48%
2023$23,043 · 0.48%
2022$20,937 · 0.46%
Similar plansConstruction · Florida
Reliable Doors, LLC FL$4.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592605868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.