Plan Ledger DOL Form 5500 · updated monthly

Helena Laboratories Corporation401(k)

HELENA LABORATORIES CORPORATION 401(K) PROFIT SHARING PLAN · BEAUMONT, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Helena Laboratories Corporation reported $38,625 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $0 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 2 years on file its reported administrative ratio fell from 0.19% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,732nd-largest of 5,688 plans among Texas employers on file, and the 5,113th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$25,072,173
Participants with balances266
Active participants324
Employer contributions$0
Employee contributions$611,446
Employer contribution per active participant$0
Average account balance$94,256
Benefits paid to participants$1,607,272
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 266 accts
2023$23.3M · 264 accts
2022$21.3M · 271 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,625
Total administrative$38,625
The Helena Laboratories Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Helena Laboratories Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KESTRA INVESTMENT SERVICES LLC · Investment management$36,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,625 · 0.16%
2023$39,525 · 0.18%
2022$39,975 · 0.19%
Same employer
Similar plansManufacturing · Texas
Vetoquinol USA, Inc. TX$25.6M · 0.04%
Glasfloss Industries, Inc. TX$25.5M · 0.31%
Reata Pharmaceuticals, Inc. TX$25.3M · 0.14%
Natgasoline LLC TX$25.2M · 0.05%
Indorama Ventures TX$24.9M · 0.12%
Koenig & Bauerus Inc. TX$24.5M · 0.23%
Ingram Readymix, Inc. TX$24.5M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741718734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.