Plan Ledger DOL Form 5500 · updated monthly

Helicopters, Inc.401(k)

HELICOPTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN · CAHOKIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Helicopters, Inc. reported $35,266 in plan administrative expenses for 2024: 0.32% of average plan assets, above 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 3 years on file its reported administrative ratio has held roughly steady near 0.317%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (2,236th of 3,702), and the 1,045th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$11,891,934
Participants with balances212
Active participants251
Employer contributions$0
Employee contributions$810,321
Employer contribution per active participant$0
Average account balance$56,094
Benefits paid to participants$645,407
Plan auditUnmodified (clean) audit opinion
AuditorABELES AND HOFFMAN PC
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 212 accts
2023$10.3M · 178 accts · $199 emplr
2022$8.8M · 158 accts · $44 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,054
Investment management$21,212
Total administrative$35,266
The Helicopters, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$1 per active participant
2022$0 per active participant

Helicopters, Inc.'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
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$21,212
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,054

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$35,266 · 0.32%
2023$34,748 · 0.36%
2022$32,192 · 0.32%
All plans at this employer2
HELICOPTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN401(k)
HELICOPTERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansTransportation & Warehousing · Illinois
Flight Check, LLC IL$12.7M · 0.07%
Rohlig USA, LLC IL$12.3M · 0.46%
Nu-Way Logistics, Inc. IL$11.2M · 0.20%
Standard Forwarding LLC IL$9.5M · 0.07%
Federal Warehouse Company IL$9.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431252563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.