# Self Help Movement INC. 401(k) Plan
Source: https://planprovider.pro/companies/self-help-movement-inc-401k-plan

> Self Help Movement INC.'s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BCG SECURITIES](https://planprovider.pro/provider/bcg-securities-inc) — ADVISOR

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|—|—|—|—|

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