Self-Help Services 401(k) match, vesting and fees
What Self-Help Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Self-Help Services: employer contribution per participant | $4,296 | |
| Peer median | $2,868 |
| Self-Help Services: average balance | $203,863 | |
| Peer median | $95,281 |
| Self-Help Services: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $77.7M at the end of plan year 2021 to $84M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 423 | $84M | $1.8M | $4,296 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 457 | $75.5M | $1.8M | $3,928 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 470 | $65.4M | $1.8M | $3,903 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 492 | $77.7M | $2M | $3,980 | <0.01% | Not published | Form 5500 ↗ |
Other Self-Help Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Alliance Credit Union of Florida 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Common questions
Does Self-Help Services match 401(k) contributions?
The match terms for the 403(b) Plan for Self-Help Services Corporation have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $4,296 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Self-Help Services 401(k) match vested?
The vesting schedule for the 403(b) Plan for Self-Help Services Corporation is not in the data published so far. Your Summary Plan Description states it.
Who manages the Self-Help Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Self-Help Services Corporation.
I left Self-Help Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Self-Help Services Corporation, (919) 956-4400) or the recordkeeper, Empower Annuity Insurance Company. The Self-Help Services old 401(k) page lists the contacts from every plan filing. Find an old Self-Help Services 401(k)
Data from the public Form 5500 annual reports Self-Help Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Self-Help Services. Not financial advice. Report a correction · Methodology