Plan Ledger DOL Form 5500 · updated monthly

Helix Employment, LLC401(k)

HELIX 401 (K) PLAN · SAN MATEO, CA · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Helix Employment, LLC reported $26,273 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,898 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,653rd-largest of 9,483 plans among California employers on file, and 6,944th of 11,654 in professional & technical services. In 2022, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,551,152
Participants with balances336
Active participants270
Employer contributions$1,322,538
Employee contributions$2,461,351
Employer contribution per active participant$4,898
Average account balance$40,331
Benefits paid to participants$671,649
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,273
Total administrative$26,273
The Helix Employment, LLC 401(k) match · 2022
Employer contribution per active participant$4,898
Median for plans this size$2,266

Helix Employment, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$26,273 · 0.20%
Similar plansProfessional & Technical Services · California
Ideaya Biosciences Inc CA$13.7M · 0.02%
Westpak, Inc. CA$13.7M · 0.28%
Ams.Net, Inc. CA$13.7M · 0.03%
Fictiv CA$13.7M · 0.39%
Encoded Therapeutics, Inc. CA$13.5M · 0.03%
Highbury Defense Group CA$13.5M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474085621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.