Self Help, Inc. Tax Sheltered Annuity Plan
Sponsored by Self Help, Inc. · EIN 042376180 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 238
- With balances
- 169
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $29,377 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |