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Original filing (PDF)20251010070740NAL0007305745001
HOPE COLLEGE
Form 5500
FILING_RECEIVED
HOPE COLLEGE INVEST PLAN
403(b) retirement plan
Active participants
1,101
Accounts w/ balance
1,242
Plan assets (EOY)
$207.5M
Net assets (EOY)
$207.5M
How this plan invests
This plan
1 pooled trust
Schedule D
65 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE COLLEGE.
Plan sponsor
Name
HOPE COLLEGE
EIN
38-1381271
Address
100 EAST 8TH STREET · SUITE 210 · HOLLAND, MI · 49423
Phone
(616) 395-7818
Industry
Educational Servicessee all
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $106K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | BROKER | $50K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1381272 | — | AUDITOR | $11K | — |
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.
Uncategorized
$27.5M
61 holdings
Mutual Funds
$4.7M
2 holdings
Pooled Separate Account
$1.0M
1 holding
Pooled Separate Accounts
$148K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opp I Mutual Fund | Mutual Funds | — | — | $3.4M | 1.7% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $3.1M | 1.5% | |
| Vanguard Federal Money Market Mutual Fund | — | — | — | $2.9M | 1.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.4M | 1.1% | |
| Vanguard Inflation Protected Secs Adm Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Parnassus Core Equity Investor Mutual Fund | — | — | — | $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 | — | — | — | $1.2M | 0.6% | |
| Nuveen Social Choice Bd Mutual Fund | — | — | — | $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 | — | — | — | $969K | 0.5% | |
| American Century Select Mutual Fund | — | — | — | $881K | 0.4% | |
| Variable Rate Annuities * CREF Stock Variable Rate Annuity | — | — | — | $807K | 0.4% | |
| Fidelity Total Intl Index Mutual Fund | — | — | — | $685K | 0.3% | |
| American Century Ultra Mutual Fund | — | — | — | $667K | 0.3% | |
| American Century Growth Mutual Fund | — | — | — | $664K | 0.3% | |
| American Fund EuroPacific Gr R6 Mutual Fund | — | — | — | $511K | 0.2% | |
| CREF Growth Variable Rate Annuity | — | — | — | $467K | 0.2% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $457K | 0.2% | |
| Fixed Rate Annuities * TIAA Traditional, Fully Benefit-Responsive Fixed Rate Annuity | — | — | — | $446K | 0.2% | |
| Victory Trivalent Intl Small Cap R6 Mutual Fund | — | — | — | $446K | 0.2% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $411K | 0.2% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $408K | 0.2% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $391K | 0.2% | |
| Loomis Sayles Small Cap Growth N Mutual Fund | — | — | — | $390K | 0.2% | |
| PGIM Global Real Estate Fund Mutual Fund | — | — | — | $333K | 0.2% | |
| Allspring Spec Mid Cap Val R6 Mutual Fund | — | — | — | $283K | 0.1% | |
| Prime Money Market Mutual Fund | — | — | — | $278K | 0.1% | |
| American Century Equity Growth Mutual Fund | — | — | — | $251K | 0.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $231K | 0.1% | |
| Participant Loans (4.25%-9.50%) -0- | — | — | — | $231K | 0.1% | |
| American Century Disciplined Growth Mutual Fund | — | — | — | $227K | 0.1% | |
| TIAA Traditional, Non Fully Benefit-Responsive Fixed Rate Annuity | — | — | — | $207K | <0.1% | |
| CREF Inflation-Linked Bond Variable Rate Annuity | — | — | — | $203K | <0.1% | |
| American Century Value Mutual Fund | — | — | — | $202K | <0.1% | |
| CREF Equity Index Variable Rate Annuity | — | — | — | $197K | <0.1% | |
| CREF Global Equities Variable Rate Annuity | — | — | — | $181K | <0.1% | |
| American Century Livestrong 2025 Fund Mutual Fund | — | — | — | $168K | <0.1% | |
| Insurance Company/General Account | — | — | — | $154K | <0.1% | |
| Guaranteed Pooled Funds * Transamerica Financial Life Ins. Co. Guaranteed Pool Fund Guaranteed Pooled Funds | — | — | — | $154K | <0.1% | |
| s * TIAA Real Estate Pooled Separate Account | Pooled Separate Accounts | — | — | $148K | <0.1% | |
| American Century Diversified Bond Fund Mutual Fund | — | — | — | $142K | <0.1% | |
| American Century Core Plus Mutual Fund | — | — | — | $138K | <0.1% | |
| American Century Heritage Mutual Fund | — | — | — | $125K | <0.1% | |
| CREF Money Market Variable Rate Annuity | — | — | — | $114K | <0.1% | |
| American Century Strategic Allocation Aggressive Mutual Fund | — | — | — | $108K | <0.1% | |
| American Century Balanced Fund Mutual Fund | — | — | — | $93K | <0.1% | |
| CREF Core Bond R1 Variable Rate Annuity | — | — | — | $87K | <0.1% | |
| American Century Equity Income Mutual Fund | — | — | — | $87K | <0.1% | |
| American Century Real Estate Mutual Fund | — | — | — | $82K | <0.1% | |
| American Century International Growth Mutual Fund | — | — | — | $73K | <0.1% | |
| CREF Social Choice Variable Rate Annuity | — | — | — | $72K | <0.1% | |
| American Century Focused Global GR Inv Mutual Fund | — | — | — | $60K | <0.1% | |
| American Century Small Company Fund Mutual Fund | — | — | — | $56K | <0.1% | |
| American Century Government Bond Mutual Fund | — | — | — | $47K | <0.1% | |
| American Century Emerging Markets Mutual Fund | — | — | — | $31K | <0.1% | |
| TIAA Access Nuv Lrg Cap Val T4 Variable Rate Annuity | — | — | — | $26K | <0.1% | |
| American Century Strategic Allocation Conservation Mutual Fund | — | — | — | $19K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Variable Rate Annuity | — | — | — | $12K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 Variable Rate Annuity | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Intl Equity T4 Variable Rate Annuity | — | — | — | $7K | <0.1% | |
| American Century Utilities Mutual Fund | — | — | — | $6K | <0.1% | |
| Self-Directed Brokerage Personal Choice Retirement Account Self-Directed Brokerage | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 Variable Rate Annuity | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Variable Rate Annuity | — | — | — | $2K | <0.1% |