# Helpside INC. 401(k) Plan
Source: https://planprovider.pro/companies/helpside-inc-401k-plan

> Helpside INC.'s 401(k) plan: 9,010 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|

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