Self HELP Movement Inc.'s EIN is 23-1985315.
Download the official 2024 Form 5500 (PDF) for Self HELP Movement Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Self HELP Movement Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCG SECURITIES | 23-1664237 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $736K | 18.9% | |
| FID INFL PR BD IDX Mutual Fund ** $21 * FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $508K | 13.1% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $453K | 11.7% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $436K | 11.2% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $247K | 6.3% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $240K | 6.2% | |
| FID INTL CAP APPR K6 Mutual Fund ** $171 * FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $200K | 5.2% | |
| PIM RAE US SM I Mutual Fund ** $84 JPM US EQUITY R6 Mutual Fund ** $808 * FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $165K | 4.2% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $164K | 4.2% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $129K | 3.3% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $89K | 2.3% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $81K | 2.1% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $74K | 1.9% | |
| FID BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $69K | 1.8% | |
| FID EQUITY INCOME K6 Mutual Fund | Mutual Funds | — | — | $67K | 1.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $65K | 1.7% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $64K | 1.7% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $30K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| PIF REAL EST SEC R6 Mutual Fund ** $3 JPM GOVT BOND R6 Mutual Fund ** $126 GQG EMRG MKTS EQ R6 Mutual Fund | U.S. Treasuries | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
