Leona M. and Harry B. Helmsley Charitable 401(k) match, vesting and fees
What Leona M. and Harry B. Helmsley Charitable'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Leona M. and Harry B. Helmsley Charitable: employer contribution per participant | $19,008 | |
| Peer median | $3,122 |
| Leona M. and Harry B. Helmsley Charitable: average balance | $338,198 | |
| Peer median | $111,687 |
| Leona M. and Harry B. Helmsley Charitable: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.20% |
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 $35.1M at the end of plan year 2021 to $56.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 167 | $56.5M | $3.2M | $19,008 | 0.30% | Not published | Form 5500 ↗ |
| 2024 | 169 | $45.3M | $3M | $17,569 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 172 | $40.3M | $2.7M | $15,683 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 156 | $31.5M | $2.2M | $14,108 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 142 | $35.1M | $2M | $13,802 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Leona M. and Harry B. Helmsley Charitable match 401(k) contributions?
The match terms for the The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.2M in employer contributions, about $19,008 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leona M. and Harry B. Helmsley Charitable 401(k) match vested?
The vesting schedule for the The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leona M. and Harry B. Helmsley Charitable 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Leona M. and Harry B. Helmsley Charitable.
I left Leona M. and Harry B. Helmsley Charitable. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Leona M. and Harry B. Helmsley Charitable, (212) 679-3600) or the recordkeeper, Principal Life Insurance Company. The Leona M. and Harry B. Helmsley Charitable old 401(k) page lists the contacts from every plan filing. Find an old Leona M. and Harry B. Helmsley Charitable 401(k)
Data from the public Form 5500 annual reports Leona M. and Harry B. Helmsley Charitable 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 Leona M. and Harry B. Helmsley Charitable. Not financial advice. Report a correction · Methodology