Plan Snapshot
- Plan Sponsor: Selfhelp Community Services, INC.
- Sponsor EIN: 131624178
- Sponsor Address: 520 EIGHTH AVE. 5TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 403(b)
- Total Participants: 1,846
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,846 | $14.6M | $297,131 | $1.3M |
| 2023 | 1,767 | $12.4M | $674,392 | $1.2M |
| 2022 | 1,754 | $10.0M | $294,696 | $1.3M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
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 | $161,997 | $33,090 | — | — | — |
| 2023 | $119,804 | $26,178 | — | — | — |
| 2022 | $155,021 | — | — | — | — |