How big is Hope College's plan?

Hope College's plan reported $207.5M in assets and 1,101 participants for 2024.

Original filing (PDF)20251010070740NAL0007305745001

Hope College

Name: Hope College — Hope College Invest Plan, Form 5500 (2024)
Creator: Hope College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hope College Invest Plan

403(b) retirement plan · Hope College's Hope College Invest Plan held $207.5M in plan assets for 1,101 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Non-clean audit opinionSelf-directed brokerage offered

Active participants

1,101

Accounts w/ balance

1,242

Plan assets (EOY)

$207.5M

Net assets (EOY)

$207.5M

People on this filing

SARA Dorer signed Hope College's 2024 Form 5500 as plan administrator.

SARA Dorer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hope College's EIN is 38-1381271.

EIN 38-1381271

Plan number 001

Plan year 2024

ACK ID 20251010070740NAL0007305745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hope College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hope College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOPE COLLEGE.

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How this plan invests

This plan

1 pooled trust

Schedule D

64 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

HOPE COLLEGE

EIN

all filings

Address

100 EAST 8TH STREET · SUITE 210 · HOLLAND, MI · 49423

Phone

(616) 395-7818

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$106K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	04-3046611	—	BROKER	$50K	—
NATIONAL FINANCIAL SERVICES

Investments

64 direct securities · 1 pooled fund· $33.4M(16% 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.

Mutual Funds

$19.5M

26 holdings

Other securities

$8.9M

27 holdings

Common Collective Trusts

$2.6M

2 holdings

Pooled Separate Account

$1.0M

1 holding

Bonds / Notes

$462K

2 holdings

Common Stocks

$365K

3 holdings

Cash / Money Market

$278K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$4.7M Fidelity$4.7M TIAA / Nuveen$4.2M American Century$4.1M T. Rowe Price$3.4M Prudential / PGIM$1.6M JPMorgan$411K Loomis Sayles$390K Wells Fargo / Allspring$283K

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					% of plan
T. Rowe Price All-Cap Opp I Mutual Fund	Mutual Funds	—	—	$3.4M	1.7%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$3.1M	1.5%
Vanguard Federal Money Market Mutual Fund	Mutual Funds	—	—	$2.9M	1.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.4M	1.1%
Vanguard Inflation Protected Secs Adm Mutual Fund	Mutual Funds	—	—	$1.8M	0.9%
Parnassus Core Equity Investor Mutual Fund	Other securities	—	—	$1.6M	0.8%
s (Continued) PGIM Total Return Bond R6 Mutual Fund	Mutual Funds	—	—	$1.3M	0.6%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$1.2M	0.6%
Nuveen Social Choice Bd Mutual Fund	Mutual Funds	—	—	$1.2M	0.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.0M	0.5%
Hartford World Bond R6 Mutual Fund	Other securities	—	—	$969K	0.5%
American Century Select Mutual Fund	Other securities	—	—	$881K	0.4%
Variable Rate Annuities * CREF Stock Variable Rate Annuity	Mutual Funds	—	—	$807K	0.4%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$685K	0.3%
American Century Ultra Mutual Fund	Other securities	—	—	$667K	0.3%
American Century Growth Mutual Fund	Other securities	—	—	$664K	0.3%
American Fund EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$511K	0.2%
CREF Growth Variable Rate Annuity	Mutual Funds	—	—	$467K	0.2%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$457K	0.2%
Fixed Rate Annuities * TIAA Traditional, Fully Benefit-Responsive Fixed Rate Annuity	Mutual Funds	—	—	$446K	0.2%
Victory Trivalent Intl Small Cap R6 Mutual Fund	Other securities	—	—	$446K	0.2%
JPMorgan Emerging Markets Equity R6 Mutual Fund	Other securities	—	—	$411K	0.2%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$408K	0.2%
MFS New Discovery Value R6 Mutual Fund	Mutual Funds	—	—	$391K	0.2%
Loomis Sayles Small Cap Growth N Mutual Fund	Other securities	—	—	$390K	0.2%
PGIM Global Real Estate Fund Mutual Fund	Other securities	—	—	$333K	0.2%
Allspring Spec Mid Cap Val R6 Mutual Fund	Other securities	—	—	$283K	0.1%
Prime Money Market Mutual Fund	Cash / Money Market	—	—	$278K	0.1%
American Century Equity Growth Mutual Fund	Other securities	—	—	$251K	0.1%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$231K	0.1%
Participant Loans (4.25%-9.50%) -0-	Bonds / Notes	—	—	$231K	0.1%
American Century Disciplined Growth Mutual Fund	Other securities	—	—	$227K	0.1%
TIAA Traditional, Non Fully Benefit-Responsive Fixed Rate Annuity	Mutual Funds	—	—	$207K	<0.1%
CREF Inflation-Linked Bond Variable Rate Annuity	Mutual Funds	—	—	$203K	<0.1%
American Century Value Mutual Fund	Other securities	—	—	$202K	<0.1%
CREF Equity Index Variable Rate Annuity	Common Collective Trusts	—	—	$197K	<0.1%
CREF Global Equities Variable Rate Annuity	Mutual Funds	—	—	$181K	<0.1%
American Century Livestrong 2025 Fund Mutual Fund	Other securities	—	—	$168K	<0.1%
Insurance Company/General Account	Common Stocks	—	—	$154K	<0.1%
Guaranteed Pooled Funds * Transamerica Financial Life Ins. Co. Guaranteed Pool Fund Guaranteed Pooled Funds	Common Stocks	—	—	$154K	<0.1%
s * TIAA Real Estate Pooled Separate Account	Pooled Separate Accounts	—	—	$148K	<0.1%
American Century Diversified Bond Fund Mutual Fund	Other securities	—	—	$142K	<0.1%
American Century Core Plus Mutual Fund	Other securities	—	—	$138K	<0.1%
American Century Heritage Mutual Fund	Other securities	—	—	$125K	<0.1%
CREF Money Market Variable Rate Annuity	Mutual Funds	—	—	$114K	<0.1%
American Century Strategic Allocation Aggressive Mutual Fund	Other securities	—	—	$108K	<0.1%
American Century Balanced Fund Mutual Fund	Other securities	—	—	$93K	<0.1%
CREF Core Bond R1 Variable Rate Annuity	Mutual Funds	—	—	$87K	<0.1%
American Century Equity Income Mutual Fund	Other securities	—	—	$87K	<0.1%
American Century Real Estate Mutual Fund	Other securities	—	—	$82K	<0.1%