Back to filter
Original filing (PDF)20251015114758NAL0002350851001
SELF-HELP SERVICES CORPORATION
Form 5500
FILING_RECEIVED
403(B) PLAN FOR SELF-HELP SERVICES CORPORATION
401(k) retirement plan
Active participants
264
Accounts w/ balance
412
Plan assets (EOY)
$84.0M
Net assets (EOY)
$84.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELF-HELP SERVICES CORPORATION.
Plan sponsor
Name
SELF-HELP SERVICES CORPORATION
EIN
56-1849615
Address
301 W MAIN ST. · DURHAM, NC · 27701
Phone
(919) 956-4400
Industry
Finance & Insurancesee 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)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Investments
17 direct securities· $81.6M(97% of reported assets)
Uncategorized
$56.9M
15 holdings
Mutual Funds
$12.5M
1 holding
Guaranteed Income / GIC
$12.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $12.5M | 14.9% | |
| Vanguard Growth Index Institutional | — | — | — | $12.4M | 14.8% | |
| Prudential Retirement Insurance * and Annuity Company Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $12.2M | 14.5% | |
| iShares MSCI EAFE International Index | — | — | — | $10.7M | 12.8% | |
| Vanguard Value Index Institutional | — | — | — | $6.8M | 8.1% | |
| Vanguard Total Bond Index | — | — | — | $6.3M | 7.5% | |
| Vanguard Mid-Cap Index Institutional | — | — | — | $4.5M | 5.4% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $4.2M | 4.9% | |
| Vanguard Small-Cap Value | — | — | — | $2.9M | 3.4% | |
| Vanguard Mid-Cap Value Index | — | — | — | $2.4M | 2.9% | |
| Calvert Large-Cap Core Responsible Index I | — | — | — | $2.4M | 2.8% | |
| Vanguard Balanced Index A | — | — | — | $1.1M | 1.3% | |
| TIAA-CREF Impact Bond Institutional | — | — | — | $899K | 1.1% | |
| Participants Loans 9.50%, maturing through August 2033 | — | — | — | $860K | 1.0% | |
| Pax International Sustainable Economy Institutional | — | — | — | $613K | 0.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $447K | 0.5% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $410K | 0.5% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Finance & Insurance plans
UNITED FEDERAL CREDIT UNION
UNITED FEDERAL CREDIT UNION 401(K) PLAN
$83.9M · 672 participants
CITADEL FEDERAL CREDIT UNION
CITADEL RETIREMENT PLAN
$84.1M · 554 participants
TWINSTAR CREDIT UNION
TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN
$85.7M · 804 participants
PENTAGON FEDERAL CREDIT UNION
THE RETIREMENT PLAN FOR EMPLOYEES OF PENTAGON FEDERAL CREDIT UNION
$82.1M · 177 participants
CORNING FEDERAL CREDIT UNION
CORNING FEDERAL CREDIT UNION 401(K) PLAN
$81.4M · 414 participants
LOGIX EMPLOYMENT SERVICES, INC.
LOGIX EMPLOYMENT SERVICES, INC. RETIREMENT PLAN
$81.2M · 76 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants