Helfman Enterprises 401(k) match, vesting and fees
What Helfman Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Weinstein Spira & Company, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,139 defined-contribution plans in retail trade with 100 to 499 participants.
| Helfman Enterprises: employer contribution per participant | $947 | |
| Peer median | $1,216 |
| Helfman Enterprises: average balance | $61,849 | |
| Peer median | $50,600 |
| Helfman Enterprises: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.3M at the end of plan year 2023 to $27.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 602 | $27.5M | $420K | $947 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 569 | $24.3M | $470K | $1,209 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Helfman Enterprises match 401(k) contributions?
The match terms for the Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $420K in employer contributions, about $947 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Helfman Enterprises 401(k) match vested?
The vesting schedule for the Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Helfman Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Helfman Enterprises, Inc..
I left Helfman Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Helfman Enterprises, Inc., (713) 533-6222) or the recordkeeper, The Vanguard Group, Inc.. The Helfman Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Helfman Enterprises 401(k)
Data from the public Form 5500 annual reports Helfman Enterprises filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Helfman Enterprises. Not financial advice. Report a correction · Methodology