MEL Walker signed Self-HELP Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Self-HELP Services Corporation's EIN is 56-1849615.
Download the official 2024 Form 5500 (PDF) for Self-HELP Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Self-HELP Services Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares MSCI EAFE International Index | Mutual Funds | — | — | $10.6M | 20.3% | |
| Prudential Retirement Insurance * and Annuity Company Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $8.2M | 15.6% | |
| Vanguard Growth Index Institutional | Mutual Funds | — | — | $8.2M | 15.6% | |
| Vanguard Value Index Institutional | Mutual Funds | — | — | $5.4M | 10.3% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $4.3M | 8.3% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $2.7M | 5.1% | |
| Participants Loans 9.50%, maturing through January 2033 | Bonds / Notes | — | — | $2.5M | 4.7% | |
| Vanguard Small-Cap Value | Mutual Funds | — | — | $2.3M | 4.5% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $2.2M | 4.2% | |
| Vanguard Small-Cap Growth | Mutual Funds | — | — | $1.7M | 3.3% | |
| Vanguard Mid-Cap Index Institutional | Mutual Funds | — | — | $1.5M | 2.9% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Balanced Index A | Mutual Funds | — | — | $869K | 1.7% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $366K | 0.7% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $113K | 0.2% | |
| Calvert Large-Cap Core Responsible Index I | Other securities | — | — | $83K | 0.2% | |
| TIAA-CREF Impact Bond Institutional | U.S. Treasuries | — | — | $36K | <0.1% | |
| Impax International Sustainable Economy Institutional | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
