· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEALTHY OPPORTUNITIES PROGRESSIV — HOPE INC 401 K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250720100533NAL0000323072001
HEALTHY OPPORTUNITIES PROGRESSIV
Form 5500-SF
FILING_RECEIVED
HOPE INC 401 K PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
40
Plan assets (EOY)
$89K
Net assets (EOY)
$89K
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
HEALTHY OPPORTUNITIES PROGRESSIV
.
Find decision makers
Plan sponsor
Name
HEALTHY OPPORTUNITIES PROGRESSIV
EIN
46-1618577
Address
3225 OLIVE ST · LEMON GROVE, CA · 91945
Phone
(619) 933-3077
Industry
Health Care & Social Assistance
see 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
2025-07-20
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SAN FRANCISCO CONSERVATION CORP
SAN FRANCISCO CONSERVATION CORP 403(B) PLAN
$89K · 6 participants
WATERSIDE WORKSHOPS
WATERSIDE WORKSHOPS 403(B) RETIREMENT PLAN
$89K · 26 participants
MORNINGSIDE
MORNINGSIDE EMPLOYEE RETIREMENT PLAN
$88K · 35 participants
BETSY ROSS OPERATIONS LLC
BETSY ROSS OPERATIONS 401(K) PLAN
$90K · 122 participants
ILLIES CONSULTING LLC
ILLIES CONSULTING 401(K) PLAN
$87K · 29 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALTERNATIVE SUPPORTS, INC.
ALTERNATIVE SUPPORTS, INC. 401(K) PLAN
$87K · 125 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
