Tennille Ziegler signed Hope Academy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hope Academy, Inc.'s EIN is 41-1962874.
Download the official 2024 Form 5500 (PDF) for Hope Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hope Academy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
