Tasha Jackson signed HELP USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HELP USA, Inc.'s EIN is 13-3922973.
Download the official 2024 Form 5500 (PDF) for HELP USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HELP USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $241K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Financial Group Principal LifeTime 2030 R5 Fund N/R | Common Stocks | — | — | $10.5M | 28.0% | |
| Principal Financial Group Principal LifeTime 2040 R5 Fund N/R | Common Stocks | — | — | $8.4M | 22.3% | |
| Principal Financial Group Principal LifeTime 2050 R5 Fund N/R | Common Stocks | — | — | $5.2M | 13.7% | |
| Principal Financial Group Principal LifeTime 2020 R5 Fund N/R | Common Stocks | — | — | $3.1M | 8.4% | |
| Principal Financial Group Principal LifeTime 2060 R5 Fund N/R | Common Stocks | — | — | $2.4M | 6.4% | |
| Option Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.3M | 3.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 3.1% | |
| Fully Benefit-Responsive Investment Contract * Guaranteed Investment Contract Principal Fixed Income Guaranteed N/R | Stable Value | — | — | $769K | 2.0% | |
| BlackRock High Yield Bond K Fund N/R | Other securities | — | — | $410K | 1.1% | |
| Principal Financial Group Principal LifeTime Strategic Income R5 N/R | Common Stocks | — | — | $346K | 0.9% | |
| Fund Harbor Capital Appreciation Retirement N/R | Other securities | — | — | $318K | 0.8% | |
| Institutional Fund Fidelity Investments Fidelity Advantage Tech Z Fund N/R | Mutual Funds | — | — | $253K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $192K | 0.5% | |
| American Funds American Funds EuroPacific Growth R6 N/R | Mutual Funds | — | — | $183K | 0.5% | |
| R6 Fund American Funds American Funds New Perspective R6 N/R | Mutual Funds | — | — | $159K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $154K | 0.4% | |
| Vanguard Group Vanguard Industrial Index Admiral Fund N/R | Mutual Funds | — | — | $125K | 0.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I N/R | Mutual Funds | — | — | $104K | 0.3% | |
| Lord Abbett Lord Abbett Short Duration Income R6 N/R 111 Fund PGIM Investments PGIM Total Return Bond R6 Fund N/R | Mutual Funds | — | — | $92K | 0.2% | |
| Principal Financial Group Principal LifeTime 2070 R5 Fund N/R | Common Stocks | — | — | $92K | 0.2% | |
| BlackRock Mid-Cap Growth Equity K N/R | Other securities | — | — | $90K | 0.2% | |
| Fidelity Investments Fidelity Advantage Megacap Stock Z N/R | Mutual Funds | — | — | $62K | 0.2% | |
| Vanguard Group Vanguard Info Tech Index Admiral Fund N/R | Mutual Funds | — | — | $59K | 0.2% | |
| Hedged) I Fund PIMCO Real Return Institutional Fund N/R | Mutual Funds | — | — | $47K | 0.1% | |
| Dimensional Fund Advisors DFA US Vector Equity Portfolio N/R | Mutual Funds | — | — | $45K | 0.1% | |
| Allspring Global Investments Allspring Spec Small Cap Value R6 N/R | Mutual Funds | — | — | $42K | 0.1% | |
| Fund Invesco Comstock R6 Fund N/R | Mutual Funds | — | — | $41K | 0.1% | |
| Fund Dimensional Fund Advisors DFA US Small Cap Growth Instl Fund N/R | Mutual Funds | — | — | $38K | 0.1% | |
| Fund Cohen & Steers Cohen & Steers Real Estate Securities N/R | Other securities | — | — | $38K | 0.1% | |
| Fund American Funds American Funds Fundamental Investors N/R | Mutual Funds | — | — | $35K | <0.1% | |
| PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $29K | <0.1% | |
| Fund T. Rowe Price T. Rowe Price Health Science I Fund N/R | Other securities | — | — | $9K | <0.1% | |
| Z Fund Columbia Management Advisors Columbia Div Income I3 Fund N/R | Other securities | — | — | $8K | <0.1% | |
| Columbia Management Advisors Columbia Overseas Value I3 Fund N/R | Other securities | — | — | $8K | <0.1% | |
| Fund Artisan Partners Artisan Global Discovery L Fund N/R | Other securities | — | — | $6K | <0.1% | |
| PIMCO International Bond (US Dollar- N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME PENSIONS, INC. | 46-1224594 | — | CONTRACT ADMINISTRATOR | $91K | — |
| HELP USA INC | 13-3922973 | — | CONTRACT ADMINISTRATOR | $8K | — |
