Plan Ledger DOL Form 5500 · updated monthly

Helm Group, Inc.401(k)

HELM GROUP, INC. 401(K) PLAN · FREEPORT, IL · plan year 2025

Reported admin expense ratio · 2025
0.19%

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

Helm Group, Inc. reported $135,929 in plan administrative expenses for 2025: 0.19% of average plan assets, above the peer median. Employer contributions averaged $9,702 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 fell from 0.22% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other construction employers. By assets it is the 679th-largest of 3,702 plans among Illinois employers on file, and the 768th of 5,337 in construction. In 2025, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 253 to 387 since 2022.

Plan summary
Net assets, end of year$76,631,201
Participants with balances353
Active participants387
Employer contributions$3,754,552
Employee contributions$3,269,100
Employer contribution per active participant$9,702
Average account balance$217,086
Benefits paid to participants$7,030,586
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$76.6M · 353 accts · $3.8M emplr
2024$63.9M · 305 accts · $1.5M emplr
2023$55.6M · 275 accts · $1.3M emplr
2022$48.2M · 261 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,929
Investment management$80,000
Audit (IQPA)$12,000
Total administrative$135,929
The Helm Group, Inc. 401(k) match · 2025
Employer contribution per active participant$9,702
Median for plans this size$4,093
2025$9,702 per active participant
2024$4,229 per active participant
2023$4,868 per active participant
2022$4,706 per active participant

Helm Group, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CHOREO LLC · Investment advisory (plan)$80,000
SMITH HOWARD PC · Accounting / audit$12,000

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

Administrative cost history4
2025$135,929 · 0.19%
2024$126,376 · 0.21%
2023$118,431 · 0.23%
2022$121,939 · 0.22%
Same employer
Similar plansConstruction · Illinois
Rathje Enterprises, Inc. IL$76.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363065097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.