Plan Ledger DOL Form 5500 · updated monthly

Helm Ops Inc401(k)

HELM OPS INC 401K PLAN · BOSSIER CITY, LA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Helm Ops Inc reported $12,170 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,832 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Louisiana (844th of 884), and 1,849th of 2,240 in accommodation & food services. In 2022, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$681,401
Participants with balances16
Active participants44
Employer contributions$80,605
Employee contributions$122,803
Employer contribution per active participant$1,832
Average account balance$42,588
Benefits paid to participants$2,052,388
Plan auditUnmodified (clean) audit opinion
AuditorGOLLOB MORGAN PEDDY PC
Administrative expenses, itemized · 2022
Investment management$12,170
Total administrative$12,170
The Helm Ops Inc 401(k) match · 2022
Employer contribution per active participant$1,832
Median for plans this size$1,114

Helm Ops Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,170 · 0.67%
Similar plansAccommodation & Food Services · Louisiana
Cc's Coffee House, LLC LA$975K · 0.59%
Griggs Enterprise Inc LA$875K · 1.37%
Kirkendoll Company, LLC LA$776K · 1.85%
Miracle Restaurant Group LA$399K · 0.55%
Cajun Conti LLC LA$141K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832410444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.