Danielle Fineran signed New Hope Village's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Hope Village's EIN is 42-1036748.
Download the official 2023 Form 5500 (PDF) for New Hope Village from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)New Hope Village'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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | TRUSTEE | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.9M | 63.8% | |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $6.3M | 58.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.8M | 35.2% | |
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $565K | 5.2% | |
| [Assets held in participant loans] | Other | — | — | $110K | 1.0% |
