Self Help Movement Inc. 401(k) Plan
Sponsored by Self Help Movement Inc. · EIN 231985315 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 109
- With balances
- 127
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 |
|---|---|---|
| Bcg Securities, Inc. CRD 70 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,113 |
| Bcg Securities | Investment advisory (plan) | $6,251 |