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Original filing (PDF)20251015073159NAL0002053939001
SELF HELP INC
Form 5500
FILING_RECEIVED
SELF-HELP, INC. PENSION PLAN
Defined-contribution retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
240
Accounts w/ balance
170
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Insurance Funds * Principal Principal Guaranteed Option" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELF HELP INC.
Plan sponsor
Name
SELF HELP INC
EIN
04-2376180
Address
45 PEARL STREET · BROCKTON, MA · 02301
Phone
(508) 588-0448
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
Investments
27 direct securities· $6.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Funds * Principal Guaranteed Option | — | — | — | $2.1M | 32.2% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds American Funds American Funds American Balanced R6 Fund | — | — | — | $1.2M | 18.3% | |
| Vanguard Growth & Income Adm Fund | — | — | — | $629K | 9.6% | |
| American Funds American Funds New Perspective R6 Fund | — | — | — | $395K | 6.0% | |
| American Funds American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $330K | 5.0% | |
| American Funds American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $269K | 4.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I Fund | — | — | — | $222K | 3.4% | |
| American Funds American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $210K | 3.2% | |
| Allspring Special Mid Cap Value R6 Fund | — | — | — | $177K | 2.7% | |
| JP Morgan JP Morgan Equity Income R6 Fund | — | — | — | $149K | 2.3% | |
| American Funds American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $141K | 2.2% | |
| MFS Mid-Cap Growth R6 Fund | — | — | — | $110K | 1.7% | |
| American Funds American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $110K | 1.7% | |
| American Funds American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $90K | 1.4% | |
| American Funds American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $85K | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $78K | 1.2% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $64K | 1.0% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $51K | 0.8% | |
| American Funds American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $30K | 0.5% | |
| Allspring Special Small Cap Value R6 Fund | — | — | — | $27K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $22K | 0.3% | |
| American Funds American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $13K | 0.2% | |
| American Funds American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $11K | 0.2% | |
| American Funds American Funds Euro Pacific Growth R6 Fund | — | — | — | $11K | 0.2% | |
| Calvert US Large Cap Responsible Index I Fund | — | — | — | $10K | 0.2% | |
| JP Morgan JP Morgan Small Cap Growth R6 Fund | — | — | — | $4K | <0.1% | |
| American Funds American Funds Target Date Retirement 2010 R6 Fund | — | — | — | $1K | <0.1% |