Department of Labor filing

SELF HELP MOVEMENT INC.

SELF HELP MOVEMENT INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,786

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

109

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$182 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 21.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense41st percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SELF HELP MOVEMENT INC. reported $303,723 in employer contributions across the plan and 109 active participants. That works out to $2,786 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 23.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 277.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $303,723
Participant contributions: $344,846
Other contributions: $19,634
Employer share of reported contributions: 46.8%
Beginning assets: $3,206,525
Ending assets: $3,887,615
Ending net assets: $3,887,615
Ending liabilities: Not reported
Total income: $1,007,184
Total expenses: $326,094
Administrative expenses: $20,766
Participant loans: $129,177

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,259

2023

$1,533

2024

$2,786

Plan-paid administrative expenses per participant

2022

$48

2023

$55

2024

$182

Active participants

2022

2023

2024

109

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,786	109	3.9M	20251015164026NAL0006801056002
2023	$1,533	95	3.2M	20241015142937NAL0016627619002
2022	$2,259	77	2.5M	20231013222735NAL0035059953001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 231985315-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1998
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2H2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown
VOYA RETIREMENT INS AND ANNUITY CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015164026NAL0006801056002

Data sourceDOL Form 5500 bulk data ↗

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