Helical Drilling 401(k) match, vesting and fees
What Helical Drilling's 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 Angell Pension Group, Inc. | Schedule C ↗ |
| Independent auditor | Citrin Cooperman (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 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Helical Drilling: employer contribution per participant | $3,048 | |
| Peer median | $2,411 |
| Helical Drilling: average balance | $81,465 | |
| Peer median | $61,921 |
| Helical Drilling: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.39% |
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 $7.6M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 148 | $12M | $448K | $3,048 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 135 | $9.2M | $373K | $2,782 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 132 | $7M | $563K | $4,331 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 120 | $7.6M | $240K | $2,000 | 0.61% | Not published | 5500-SF ↗ |
Other Helical Drilling plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Helical Employee Stock Ownership Plan
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.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Helical Drilling match 401(k) contributions?
The match terms for the Helical Drilling 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $448K in employer contributions, about $3,048 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Helical Drilling 401(k) match vested?
The vesting schedule for the Helical Drilling 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Helical Drilling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Angell Pension Group, Inc.. The plan administrator is Helical Drilling, Inc..
I left Helical Drilling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Helical Drilling, Inc., (781) 848-2110) or the recordkeeper, The Angell Pension Group, Inc.. The Helical Drilling old 401(k) page lists the contacts from every plan filing. Find an old Helical Drilling 401(k)
Data from the public Form 5500 annual reports Helical Drilling filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Helical Drilling. Not financial advice. Report a correction · Methodology