Helpside Inc. 401(k) Plan
Sponsored by Helpside Inc. · EIN 870476353 · Plan #333
- Total assets
- $234M
- Net assets
- $234M
- Active participants
- 9,010
- With balances
- 7,907
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthspan Investment Management, Llc CRD 309553 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401(k) Belay, Llc | Consulting (pension) | $759,926 |
| National Benefit Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $681,599 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $613,684 |
| Wealth Plan Investment Management, | Investment advisory (plan) | $65,335 |
| Helpside, Inc. | Employee (plan sponsor) | $14,363 |