Original filing (PDF)20250411133606NAL0036053616001

HOPE ENTERPRISES, INC.

Name: HOPE ENTERPRISES, INC. — HOPE ENTERPRISES, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: HOPE ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

HOPE ENTERPRISES, INC. RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

345

Accounts w/ balance

579

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE ENTERPRISES, INC..

Plan sponsor

Name

HOPE ENTERPRISES, INC.

EIN

23-2303287

Address

2401 REACH ROAD · WILLIAMSPORT, PA · 17703

Phone

(570) 326-3745

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

MAHER DUESSEL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRIAD HYBRID SOLUTIONS, INC.	46-5391363	NORCROSS, GA	ADVISOR	$0	—
STONEBRIDGE FINANCIAL GROUP,LLC	46-1727685	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$77K	—
PA RETIREMENT SOLUTIONS

Investments

1 pooled fund· $226K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$226K	1.3%

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