Self Help, Inc. Pension Plan
Sponsored by Self Help Inc · EIN 042376180 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 240
- With balances
- 170
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $25,346 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |