Plan Snapshot
- Plan Sponsor: Self Help For The Elderly
- Sponsor EIN: 941750717
- Sponsor Address: 731 SANSOME ST STE 100, SAN FRANCISCO, CA, 941111725
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $15.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 476 | $15.9M | $270,592 | $954,999 |
| 2023 | 423 | $13.6M | $260,865 | $827,926 |
| 2022 | 405 | $12.2M | $231,724 | $724,061 |
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 |
|---|---|---|---|---|
| WUHOOVER & CO LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,315 | — | — | — | — |
| 2023 | $448 | — | — | — | — |
| 2022 | $811 | — | — | — | — |