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Original filing (PDF)20251015111542NAL0002200531001
HOPE INTERNATIONAL
Form 5500
FILING_RECEIVED
HOPE INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
233
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE INTERNATIONAL.
Plan sponsor
Name
HOPE INTERNATIONAL
EIN
23-2836648
Address
227 GRANITE RUN DRIVE · SUITE 250 · LANCASTER, PA · 17601
Phone
(717) 464-3220
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TAIT WELLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
32 direct securities· $11.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.4M | 20.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 12.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.3M | 11.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $994K | 8.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $857K | 7.6% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $606K | 5.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $507K | 4.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $460K | 4.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $420K | 3.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $410K | 3.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $341K | 3.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $236K | 2.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $203K | 1.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $198K | 1.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $183K | 1.6% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $154K | 1.4% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $147K | 1.3% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $98K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $72K | 0.6% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $51K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $47K | 0.4% | |
| Eventide Gilead I Eventide 0 | — | — | — | $44K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $38K | 0.3% | |
| Trillium ESG Global Equity Fund Instl Trillium 0 | — | — | — | $37K | 0.3% | |
| Eventide Balanced I Eventide 0 | — | — | — | $32K | 0.3% | |
| Calvert Balanced Fund I Calvert 0 | — | — | — | $24K | 0.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $16K | 0.1% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Nuveen Core Impact Bond Premier Nuveen 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 7 Contribution Account Ascensus Trust Company 0 19 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $4K | <0.1% |
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