JEFF Fortwengler signed New Hope Services, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Hope Services, Inc.'s EIN is 35-1022158.
Download the official 2022 Form 5500 (PDF) for New Hope Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)New Hope Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISTA PARTNERS OF BAIRD | — | LOUISVILLE, KY | INVESTMENT ADVISORY | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMINISTRATION | $24K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Mutual fund - Fidelity 500 Index Institutional | Common Collective Trusts | — | — | $703K | 19.9% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $663K | 18.8% | |
| Dodge & Cox Mutual fund - Dodge & Cox Income Fund | Mutual Funds | — | — | $656K | 18.6% | |
| American Funds Mutual fund - American Funds Washington Mutual | Mutual Funds | — | — | $457K | 12.9% | |
| American Funds Mutual fund - American Funds Europacific Growth | Mutual Funds | — | — | $179K | 5.1% | |
| American Funds Mutual fund - American Funds Growth Fund of America | Mutual Funds | — | — | $158K | 4.5% | |
| Fidelity Mutual fund - Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $133K | 3.8% | |
| Vanguard Mutual fund - Vanguard International Value Fund | Mutual Funds | — | — | $121K | 3.4% | |
| Vanguard Mutual fund - Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $104K | 2.9% | |
| American Funds Mutual fund - American Funds New World R6 | Mutual Funds | — | — | $73K | 2.1% | |
| DFA Mutual fund - DFA US Targeted Value | Mutual Funds | — | — | $72K | 2.0% | |
| Fidelity Mutual fund - Fidelity Small Cap Institutional Premium | Mutual Funds | — | — | $71K | 2.0% | |
| DFA Mutual fund - DFA Real Estate Securities I | Mutual Funds | — | — | $67K | 1.9% | |
| American Trust Company Mutual fund - Federated Prime Cash Obligations | Cash / Money Market | — | — | $41K | 1.2% | |
| Carillon Eagle Mutual fund - Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $34K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
