Plan Ledger DOL Form 5500 · updated monthly

Helix, Inc. dba Helix Genomics401(k)

HELIX 401 (K) PLAN · SAN MATEO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Helix, Inc. dba Helix Genomics reported $33,993 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,482 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 1 year 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 professional & technical services employers. By assets it is the 3,286th-largest of 9,483 plans among California employers on file, and the 5,068th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,959,272
Participants with balances341
Active participants217
Employer contributions$1,189,695
Employee contributions$2,705,963
Employer contribution per active participant$5,482
Average account balance$67,329
Benefits paid to participants$3,753,762
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$23.0M · 341 accts · $1.2M emplr
2023$19.5M · 335 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,993
Total administrative$33,993
The Helix, Inc. dba Helix Genomics 401(k) match · 2024
Employer contribution per active participant$5,482
Median for plans this size$2,416
2024$5,482 per active participant
2023$6,475 per active participant

Helix, Inc. dba Helix Genomics's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$33,993

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history2
2024$33,993 · 0.16%
2023$30,693 · 0.19%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 921467388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.