Self Help Enterprises Retirement Plan
Sponsored by Self Help Enterprises · EIN 941592676 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 234
- With balances
- 274
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan), Consulting fees | $74,935 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $47,272 |