How big is Self-HELP Enterprises' plan?

Self-HELP Enterprises' plan reported $18.1M in assets and 222 participants for 2023.

Original filing (PDF)20251118114535NAL0004276016001

Self-HELP Enterprises

Name: Self-HELP Enterprises — Self-HELP Enterprises, Form 5500 (2023)
Creator: Self-HELP Enterprises
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Self-HELP Enterprises Employees' 401(k) Retirement Plan

401(k) retirement plan · Self-HELP Enterprises' Self-HELP Enterprises Employees' 401(k) Retirement Plan held $18.1M in plan assets for 222 participants in 2023, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Late filing · 6.1 mo

Active participants

222

Accounts w/ balance

249

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

Plan identifiers

Self-HELP Enterprises' EIN is 94-1592676.

EIN 94-1592676

Plan number 002

Plan year 2023

ACK ID 20251118114535NAL0004276016001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Self-HELP Enterprises from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Self-HELP Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SELF-HELP ENTERPRISES.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 6.1 months past the 10.5-month grace window.

Plan sponsor

Name

SELF-HELP ENTERPRISES

EIN

all filings

Address

8445 W. ELOWIN CT. · PO BOX 6520 · VISALIA, CA · 932919262

Phone

(559) 651-1000

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-11-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$22K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISERS LLC	36-3258176	—	NONE	$58K	—

Investments

1 pooled fund· $14.3M(79% of reported assets)

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.