· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOPE COALITION — HOPE COALITION 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241220151856NAL0009590032001
HOPE COALITION
Form 5500-SF
FILING_RECEIVED
HOPE COALITION 403(B) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$348K
Net assets (EOY)
$348K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOPE COALITION
.
Find decision makers
Plan sponsor
Name
HOPE COALITION
EIN
41-1720180
Address
1926 OLD WEST MAIN STREET · SUITE 104 · RED WING, MN · 55066
Phone
(651) 388-9360
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
DVIP
DVIP 401(K) PLAN
$348K · 40 participants
NORTHERN VIRGINIA RESOURCE CENTER FOR DEAF & HARD OF HEARING PERSONS
NVRC/DHHP TAX SHELTERED ANNUITY PLAN
$349K · 4 participants
ANGELWOOD, INC.
ANGELWOOD, INC. 401(K) PLAN
$348K · 77 participants
MODEST COMMUNITY SERVICES ASSOCI
MODEST COMMUNITY SERVICES ASSO 401K PROFIT SHARING PLAN AND TRU
$348K · 37 participants
LONG LIFE INFORMATION & REFERRAL
LONG LIFE INFORMATION & REFERRAL NETWORK 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$349K · 37 participants
WILD IRIS FAMILY COUNSELING AND CRISIS CENTER
WILD IRIS FAMILY COUNSELING AND CRISIS CENTER
$349K · 17 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
