Plan Snapshot
- Plan Sponsor: Helpside INC.
- Sponsor EIN: 870476353
- Sponsor Address: 395 WEST 600 NORTH, LINDON, UT, 840421330
- Plan Type: 401(k)
- Total Participants: 9,010
- Total Assets: $233.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,010 | $233.9M | $10.9M | $25.9M |
| 2023 | 9,761 | $197.9M | $9.2M | $22.8M |
| 2022 | 9,716 | $157.9M | $8.6M | $21.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| 401(K) BELAY, LLC | CONSULTING | $759,926 | — | $759,926 |
| NATIONAL BENEFIT SERVICES, LLC | RECORDKEEPER | $681,599 | $1,255 | $682,854 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $613,684 | — | $613,684 |
| WEALTH PLAN INVESTMENT MANAGEMENT, | INVESTMENT ADVISORY - PLA | $65,335 | — | $65,335 |
| HELPSIDE, INC. | PLAN SPONSOR | $14,363 | — | $14,363 |
| K&C, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,136,162
- Estimated Expense Ratio: 0.913% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,096,121 | — | $2,096,121 | — | — |
| 2023 | $1,813,492 | — | $1,813,492 | — | — |
| 2022 | $1,730,228 | — | — | — | $1,730,228 |