Steve HELM signed Vision for Hope's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vision for Hope's EIN is 38-4026126.
Download the official 2024 Form 5500 (PDF) for Vision for Hope from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision for Hope's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.2M | 97.5% | |
| THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $102K | 0.7% |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $30K |
| — |