Plan Ledger DOL Form 5500 · updated monthly

Self Help Inc403(b)

SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN · BROCKTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Self Help Inc reported $29,377 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.431%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,153rd of 2,726), and 6,903rd of 11,911 in health care & social assistance. active participation has grown from 198 to 238 since 2022.

Plan summary
Net assets, end of year$6,935,427
Participants with balances169
Active participants238
Employer contributions—
Employee contributions$488,831
Employer contribution per active participant—
Average account balance$41,038
Benefits paid to participants$857,318
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 169 accts
2023$6.7M · 162 accts
2022$6.5M · 155 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,377
Total administrative$29,377
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,377
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$29,377 · 0.43%
2023$26,481 · 0.40%
2022$31,264 · 0.43%
All plans at this employer2
SELF-HELP, INC. PENSION PLANMoney purchase plan
SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Loomis House, Inc. MA$7.1M · 0.81%
Guidewire, Inc. MA$6.9M · 0.68%
Connectrn Inc. MA$6.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042376180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.