How big is Hopehealth's plan?

Hopehealth's plan reported $39.8M in assets and 392 participants for 2024.

Original filing (PDF)20250929144449NAL0011437841001

Hopehealth

Name: Hopehealth — Hopehealth Retirement Plan, Form 5500 (2024)
Creator: Hopehealth
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hopehealth Retirement Plan

401(k) retirement plan · Hopehealth's Hopehealth Retirement Plan held $39.8M in plan assets for 392 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

392

Accounts w/ balance

639

Plan assets (EOY)

$39.8M

Net assets (EOY)

$39.8M

Plan identifiers

Hopehealth's EIN is 45-4391049.

EIN 45-4391049

Plan number 001

Plan year 2024

ACK ID 20250929144449NAL0011437841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hopehealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hopehealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOPEHEALTH.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

HOPEHEALTH

EIN

all filings

Address

1085 NORTH MAIN STREET · PROVIDENCE, RI · 02904

Phone

(401) 415-4242

Industry

Health Care & Social Assistance

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$64K	—
WELLTH ADVISORY SERVICES LLC

Investments

27 direct securities· $39.8M(100% of reported assets)

Mutual Funds

$32.4M

22 holdings

Common Collective Trusts

$3.6M

2 holdings

Other securities

$3.4M

2 holdings

Bonds / Notes

$397K

1 holding

					% of plan
s * American Funds 2040 Target Date Fund R5	Mutual Funds	—	—	$4.7M	11.8%
American Funds 2030 Target Date Fund R5	Mutual Funds	—	—	$4.3M	10.8%
American Funds 2035 Target Date Fund R5	Mutual Funds	—	—	$3.2M	8.1%
AB Large Cap Growth ADV	Other securities	—	—	$3.2M	8.1%
American Funds 2025 Target Date Fund R5	Mutual Funds	—	—	$3.1M	7.8%
Vanguard 500 Index Fund Admiral	Common Collective Trusts	—	—	$2.8M	7.1%
American Funds 2045 Target Date Fund R5	Mutual Funds	—	—	$2.6M	6.4%
American Funds 2055 Target Date Fund R5	Mutual Funds	—	—	$1.9M	4.8%
American Funds 2050 Target Date Fund R5	Mutual Funds	—	—	$1.8M	4.6%
American Funds Fundamental Investors R5	Mutual Funds	—	—	$1.7M	4.2%
American Funds American Mutual R5	Mutual Funds	—	—	$1.5M	3.7%
American Funds 2020 Target Date Fund R5	Mutual Funds	—	—	$1.4M	3.5%
American Funds 2015 Target Date Fund R5	Mutual Funds	—	—	$1.2M	2.9%
American Funds US Government Money Market	Mutual Funds	—	—	$1.1M	2.8%
Fund R5 * American Funds Small Cap World Fund R5	Mutual Funds	—	—	$812K	2.0%
Vanguard Extended Market IDX ADM	Common Collective Trusts	—	—	$771K	1.9%
American Funds EuroPacific Growth Fund R5	Mutual Funds	—	—	$638K	1.6%
American Funds 2060 Target Date Fund R5	Mutual Funds	—	—	$618K	1.6%
American Funds The Income Fund of America R5	Mutual Funds	—	—	$529K	1.3%
American Funds Intermediate Bond Fund of America	Mutual Funds	—	—	$421K	1.1%
Participant Loans Interest rates: 5.25% - 10.50%	Bonds / Notes	—	—	$397K	1.0%
R5 Lord Abbett Total Return I	Mutual Funds	—	—	$259K	0.7%
JP Morgan Mid Cap Value L	Other securities	—	—	$201K	0.5%
American Funds 2010 Target Date Fund R5	Mutual Funds	—	—	$197K	0.5%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$195K	0.5%
MFS Mid Cap Growth Fund R4	Mutual Funds	—	—	$162K	0.4%
American Funds 2065 Target Date Fund R5	Mutual Funds	—	—	$118K	0.3%