Plan Ledger DOL Form 5500 · updated monthly

Helix Human Services, Inc.401(k)

HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN · SPRINGFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Helix Human Services, Inc. reported $11,950 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $868 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 0.268%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (2,330th of 2,726), and 2,350th of 3,341 in other services. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,733,334
Participants with balances185
Active participants146
Employer contributions$126,786
Employee contributions$88,841
Employer contribution per active participant$868
Average account balance$25,586
Benefits paid to participants$288,401
Plan auditUnmodified (clean) audit opinion
AuditorMP P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 185 accts · $127K emplr
2023$4.2M · $105K emplr
2022$3.6M · 168 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,490
Investment management$10,460
Total administrative$11,950
The Helix Human Services, Inc. 401(k) match · 2024
Employer contribution per active participant$868
Median for plans this size$1,313
2024$868 per active participant
2023$723 per active participant
2022$612 per active participant

Helix Human Services, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSION CONSULTANTS · Contract administrator$2,717
TBS AGENCY, INCindirect comp

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$11,950 · 0.27%
2023$9,590 · 0.25%
2022$9,270 · 0.27%
Similar plansOther Services · Massachusetts
Campion Center Inc. MA$6.0M · 0.02%
Leo, Inc. MA$5.9M · 0.81%
Curate Partners LLC MA$4.6M · 0.98%
Dependable Cleaners, Inc. MA$4.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042105939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.