Plan Snapshot
- Plan Sponsor: Self Help Movement INC.
- Sponsor EIN: 231985315
- Sponsor Address: 2600 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 19116
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $3.9M
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 | 109 | $3.9M | $303,723 | $344,846 |
| 2023 | 95 | $3.2M | $145,600 | $265,511 |
| 2022 | 77 | $2.5M | $173,945 | $212,040 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,113 | — | $13,113 |
| BCG SECURITIES | ADVISOR | $6,251 | — | $6,251 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BCG SECURITIES — ADVISOR
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,364
- Estimated Expense Ratio: 0.498% 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 | $20,766 | $6,521 | — | — | — |
| 2023 | $6,400 | — | — | — | — |
| 2022 | $6,750 | — | — | — | — |