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Original filing (PDF)20251015072855NAL0008472594001
SELF HELP, INC.
Form 5500
FILING_RECEIVED
SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
238
Accounts w/ balance
169
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Insurance Funds * Principal Principal Guaranteed Option N/R" is 41% 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial 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 | $29K | — |
Investments
28 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Funds * Principal Guaranteed Option N/R | — | — | — | $2.9M | 41.1% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds American Funds American Funds American Balanced R6 Fund N/R | — | — | — | $988K | 14.2% | |
| Vanguard Growth & Income Adm Fund N/R | — | — | — | $432K | 6.2% | |
| American Funds American Funds New Perspective R6 Fund N/R | — | — | — | $322K | 4.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I Fund N/R | — | — | — | $296K | 4.3% | |
| American Funds American Funds Target Date Retirement 2025 R6 Fund N/R | — | — | — | $247K | 3.6% | |
| Allspring Special Mid Cap Value R6 Fund N/R | — | — | — | $231K | 3.3% | |
| American Funds American Funds Target Date Retirement 2035 R6 Fund N/R | — | — | — | $212K | 3.1% | |
| Participant Loans Notes receivable from participants, with interest rates at $0 | — | — | — | $180K | 2.6% | |
| American Funds American Funds Target Date Retirement 2030 R6 Fund N/R | — | — | — | $176K | 2.5% | |
| JP Morgan JP Morgan Equity Income R6 Fund N/R | — | — | — | $175K | 2.5% | |
| MFS Mid-Cap Growth R6 Fund N/R | — | — | — | $164K | 2.4% | |
| American Funds American Funds Target Date Retirement 2040 R6 Fund N/R | — | — | — | $101K | 1.5% | |
| American Funds American Funds Target Date Retirement 2050 R6 Fund N/R | — | — | — | $92K | 1.3% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $78K | 1.1% | |
| American Funds American Funds Target Date Retirement 2045 R6 Fund N/R | — | — | — | $77K | 1.1% | |
| Vanguard 500 Index Admiral Fund N/R | — | — | — | $77K | 1.1% | |
| Vanguard Small Cap Index Admiral Fund N/R | — | — | — | $57K | 0.8% | |
| American Funds American Funds Target Date Retirement 2020 R6 Fund N/R | — | — | — | $46K | 0.7% | |
| Allspring Special Small Cap Value R6 Fund N/R | — | — | — | $46K | 0.7% | |
| Vanguard Total Bond Market Index Admiral Fund N/R | — | — | — | $17K | 0.2% | |
| American Funds American Funds Target Date Retirement 2060 R6 Fund N/R | — | — | — | $13K | 0.2% | |
| American Funds American Funds Target Date Retirement 2055 R6 Fund N/R | — | — | — | $12K | 0.2% | |
| JP Morgan JP Morgan Small Cap Growth R6 Fund N/R | — | — | — | $11K | 0.2% | |
| PGIM Total Return Bond R6 Fund N/R | — | — | — | $10K | 0.1% | |
| American Funds American Funds Target Date Retirement 2065 R6 Fund N/R | — | — | — | $8K | 0.1% | |
| American Funds American Funds Euro Pacific Growth R6 Fund N/R | — | — | — | $7K | 0.1% | |
| Calvert US Large Cap Responsible Index I Fund N/R | — | — | — | $2K | <0.1% |
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