Selfhelp Community Services, Inc. 403(b) Plan
Sponsored by Selfhelp Community Services, Inc. · EIN 131624178 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 1,846
- With balances
- 2,711
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Prospect Financial Services Llc CRD 314154 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $129,457 |
| Prospect Financial Services, Llc | Investment advisory (plan) | $33,090 |