How big is Vision for Hope's plan?

Vision for Hope's plan reported $11.5M in assets and 537 participants for 2022.

Original filing (PDF)20241204163112NAL0008413666001

Vision for Hope

Name: Vision for Hope — The Hope 401(k) Retirement Savings, Form 5500 (2022)
Creator: Vision for Hope
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Hope 401(k) Retirement Savings Plan

401(k) retirement plan · Vision for Hope's The Hope 401(k) Retirement Savings Plan held $11.5M in plan assets for 537 participants in 2022, with Empower as recordkeeper.

Signals · 2

Late filing · 12.6 mo~76 bps in Sched C fees

Active participants

537

Accounts w/ balance

586

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Steve HELM signed Vision for Hope's 2022 Form 5500 as plan administrator.

Steve HELM — 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

Vision for Hope's EIN is 38-4016126.

EIN 38-4016126

Plan number 002

Plan year 2022

ACK ID 20241204163112NAL0008413666001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Vision for Hope from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Vision for Hope's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Filed 12.6 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

VISION FOR HOPE

EIN

all filings

Address

5250 S SIXTH ST FRONTAGE RD E · SPRINGFIELD, IL · 62703

Phone

(217) 585-5206

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-12-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$57K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities · 1 pooled fund· $11.2M(97% 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

$10.1M

17 holdings

Common Collective Trust

$553K

1 holding

Other securities

$335K

6 holdings

Common Collective Trusts

$205K

1 holding

					% of plan
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$1.8M	15.9%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$1.4M	12.4%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$1.4M	12.3%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$1.1M	9.3%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$973K	8.5%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$806K	7.0%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$721K	6.3%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$657K	5.7%
THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 003	Common Collective Trust	—	—	$553K	4.8%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$379K	3.3%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$205K	1.8%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$200K	1.7%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$192K	1.7%
iShares U.S. Aggregate Bond Index K	Other securities	—	—	$165K	1.4%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$115K	1.0%
American Funds American Funds Washington Mutual R6	Mutual Funds	—	—	$111K	1.0%
T. Rowe Price T. Rowe Price Blue Chip Growth I	Other securities	—	—	$102K	0.9%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$70K	0.6%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$64K	0.6%
American Funds American Funds Europacific Gr R6	Mutual Funds	—	—	$54K	0.5%
Allspring Global Investments Allspring Spec Md Cp Val R6	Other securities	—	—	$29K	0.3%
JP Morgan JPMorgan Mid Cap Growth R6	Other securities	—	—	$17K	0.2%
Alliance Bernstein AB Small Cap Growth Z	Mutual Funds	—	—	$13K	0.1%
Amundi Pioneer Asset Management Pioneer Strategic Income Y	Other securities	—	—	$13K	0.1%
Allspring Global Investments Allspring Spec Sm Cp Val R6	Other securities	—	—	$9K	<0.1%