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Original filing (PDF)20251015151804NAL0005267297001
SELFHELP COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN
403(b) retirement plan
Signals · 2
~111 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,846
Accounts w/ balance
2,711
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 111 bps in Schedule C fees — 284% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELFHELP COMMUNITY SERVICES, INC..
Plan sponsor
Name
SELFHELP COMMUNITY SERVICES, INC.
EIN
13-1624178
Address
520 EIGHTH AVE. 5TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 971-7681
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $129K | — |
| PROSPECT FINANCIAL SERVICES, LLC | — | MELVILLE, NY | NONE | $33K | — |
Investments
41 direct securities· $14.6M(100% of reported assets)
Uncategorized
$12.5M
40 holdings
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES Vanguard 500 Index Admiral | Mutual Funds | — | $4K | $2.1M | 14.0% | |
| Vanguard Target Retirement 2035 Inv | — | — | $51K | $1.2M | 8.4% | |
| Vanguard Target Retirement 2040 Inv | — | — | $24K | $1.0M | 7.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | $27K | $1.0M | 6.9% | |
| Vanguard Target Retirement 2020 Inv | — | — | $34K | $891K | 6.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | $41K | $772K | 5.3% | |
| Vanguard Dividend Appreciation Index Adm | — | — | $13K | $704K | 4.8% | |
| Vanguard Mid Cap Index | — | — | $2K | $667K | 4.6% | |
| Vanguard Large Cap Index | — | — | $5K | $640K | 4.4% | |
| Vanguard Target Retirement 2045 Inv | — | — | $12K | $365K | 2.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | $6K | $360K | 2.5% | |
| Vanguard Balanced Index | — | — | $7K | $359K | 2.5% | |
| Vanguard Information Technology Idx Adm | — | — | $1K | $359K | 2.5% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | $10K | $355K | 2.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | $7K | $352K | 2.4% | |
| Federated Hermes Maxcap Idx Inst | — | — | $43K | $341K | 2.3% | |
| Vanguard Wellesley Income Inv | — | — | $13K | $312K | 2.1% | |
| Vanguard Small Cap Index | — | — | $3K | $304K | 2.1% | |
| MONEY MARKET FUND Vanguard Federal Money Market Investor | — | — | $304K | $304K | 2.1% | |
| Federated Hermes Kaufmann Small Cap R6 | — | — | $6K | $280K | 1.9% | |
| Fidelity Select Financials | — | — | $16K | $239K | 1.6% | |
| Fidelity Select Technology | — | — | $6K | $207K | 1.4% | |
| PIMCO Income Instl | — | — | $20K | $206K | 1.4% | |
| Vanguard Global Equity Inv | — | — | $5K | $180K | 1.2% | |
| 9.50% with maturities through 2029 | — | — | — | $180K | 1.2% | |
| Vanguard Target Retirement 2060 Inv | — | — | $3K | $174K | 1.2% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | $1K | $167K | 1.1% | |
| Vanguard Target Retirement Income Inv | — | — | $9K | $123K | 0.8% | |
| Vanguard Materials Index 768 | — | — | — | $74K | 0.5% | |
| Fidelity International Index Instl Prm | — | — | $1K | $63K | 0.4% | |
| Federated Hermes Total Return Bond R6 | — | — | $7K | $62K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | $2K | $60K | 0.4% | |
| Vanguard Real Estate Index Admiral 401 | — | — | — | $51K | 0.3% | |
| Vanguard Total Bond Market Index Adm | — | — | $3K | $28K | 0.2% | |
| Fidelity Adv Health Care-Z 238 | — | — | — | $15K | 0.1% | |
| Federated Hermes Total Return Govt Bond R6 | — | — | $1K | $14K | <0.1% | |
| Vanguard Short-Term Investment-Grade Inv | — | — | $1K | $12K | <0.1% | |
| Vanguard Health Care 149 | — | — | — | $11K | <0.1% | |
| Vanguard Energy Adm 135 | — | — | — | $11K | <0.1% | |
| Goldman Sachs Tr Short 424 | — | — | — | $4K | <0.1% | |
| Federated Hermes Instl High Yield Bond R6 140 | — | — | — | $1K | <0.1% |
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