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Original filing (PDF)20251010051744NAL0012479648001
HOPE ACADEMY, INC.
Form 5500
FILING_RECEIVED
HOPE ACADEMY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
148
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE ACADEMY, INC..
Plan sponsor
Name
HOPE ACADEMY, INC.
EIN
41-1962874
Address
710 E 24TH ST · MINNEAPOLIS, MN · 55404
Phone
(612) 540-2015
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOYUM AND BARENSCHEER , LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
27 direct securities · 1 pooled fund· $2.5M(99% 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.
Registered Investment Companies
$2.5M
27 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $614K | 24.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $398K | 15.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $270K | 10.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $263K | 10.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $238K | 9.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $181K | 7.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $142K | 5.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $127K | 5.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $52K | 2.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $42K | 1.6% | |
| HARTFORD EQUITY INCOME R6 | Registered Investment Companies | — | — | $28K | 1.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $28K | 1.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $20K | 0.8% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $20K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $17K | 0.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $15K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $12K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $11K | 0.4% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $11K | 0.4% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $8K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $8K | 0.3% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| M&N RAINIER INT DISC Z | Registered Investment Companies | — | — | $5K | 0.2% | |
| VIRTUS GLBL REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $3K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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