Self Help 403(b) match, vesting and fees
What Self Help's 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (disclaimer opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Self Help: employer contribution per participant | — | |
| Peer median | $1,468 |
| Self Help: average balance | $41,038 | |
| Peer median | $37,786 |
| Self Help: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.39% |
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 $8M at the end of plan year 2021 to $6.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 278 | $6.9M | — | — | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 239 | $6.7M | — | — | 0.40% | Not published | Form 5500 ↗ |
| 2022 | 240 | $6.5M | — | — | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 228 | $8M | — | — | 0.48% | Not published | Form 5500 ↗ |
Other Self Help plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Self-Help, Inc. Pension 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Self Help match 401(k) contributions?
The match terms for the Self-Help, Inc. Tax Sheltered Annuity Plan have not been published from its filing yet.
When is the Self Help 401(k) match vested?
The vesting schedule for the Self-Help, Inc. Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Self Help 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Self Help, Inc..
I left Self Help. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Self Help, Inc., (508) 588-0448) or the recordkeeper, Principal Life Insurance Company. The Self Help old 401(k) page lists the contacts from every plan filing. Find an old Self Help 401(k)
Data from the public Form 5500 annual reports Self Help filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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. Not financial advice. Report a correction · Methodology