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Original filing (PDF)20251015114431NAL0004750769001
SELF-HELP SERVICES CORPORATION
Form 5500
FILING_RECEIVED
SELF HELP EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
720
Accounts w/ balance
861
Plan assets (EOY)
$52.3M
Net assets (EOY)
$52.3M
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 (7 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
002
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
18 direct securities· $52.1M(100% of reported assets)
Uncategorized
$33.4M
16 holdings
Mutual Funds
$10.6M
1 holding
Guaranteed Income / GIC
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $8.2M | 15.6% | |
| Vanguard Value Index Institutional | — | — | — | $5.4M | 10.3% | |
| Vanguard Total Bond Index | — | — | — | $4.3M | 8.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $2.7M | 5.1% | |
| Participants Loans 9.50%, maturing through January 2033 | — | — | — | $2.5M | 4.7% | |
| Vanguard Small-Cap Value | — | — | — | $2.3M | 4.5% | |
| Vanguard Mid-Cap Value Index | — | — | — | $2.2M | 4.2% | |
| Vanguard Small-Cap Growth | — | — | — | $1.7M | 3.3% | |
| Vanguard Mid-Cap Index Institutional | — | — | — | $1.5M | 2.9% | |
| Vanguard Institutional Index | — | — | — | $1.1M | 2.1% | |
| Vanguard Balanced Index A | — | — | — | $869K | 1.7% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $366K | 0.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $113K | 0.2% | |
| Calvert Large-Cap Core Responsible Index I | — | — | — | $83K | 0.2% | |
| TIAA-CREF Impact Bond Institutional | — | — | — | $36K | <0.1% | |
| Impax International Sustainable Economy Institutional | — | — | — | $17K | <0.1% |
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