Catherine Walsh signed Hopeway Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hopeway Foundation's EIN is 46-4510365.
Download the official 2024 Form 5500 (PDF) for Hopeway Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hopeway Foundation'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST COMPA | 56-0223230 | — | INVESTMENT ADVISORY | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LFPTH INDX 2035 K FD | Other securities | — | — | $1.4M | 23.2% | |
| BLACKROCK LFPTH INDX 2030 K FD | Other securities | — | — | $1.0M | 17.1% | |
| BLACKROCK LFPTH IND RTRMT K FD | Other securities | — | — | $772K | 12.9% | |
| BLACKROCK LFPTH IDX 2060 K FD | Common Collective Trusts | — | — | $571K | 9.6% | |
| BLACKROCK LFPTH IDX 2065 K FD | Common Collective Trusts | — | — | $462K | 7.7% | |
| VANGUARD 500 INDEX ADMIRAL FD | Common Collective Trusts | — | — | $378K | 6.3% | |
| BAIRD AGGREGATE BOND INST FUND | Other securities | — | — | $318K | 5.3% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $201K | 3.4% | |
| VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | — | $145K | 2.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $145K | 2.4% | |
| BLACKROCK ADV INTL K FUND | Other securities | — | — | $141K | 2.4% | |
| VANGUARD TL STK MKT IDX ADM FD | Common Collective Trusts | — | — | $100K | 1.7% | |
| BLACKROCK LFPTH INDX 2045 K FD | Other securities | — | — | $74K | 1.2% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | — | $62K | 1.0% | |
| BLACKROCK LFPTH INDX 2040 K FD | Other securities | — | — | $60K | 1.0% | |
| VANGUARD SM CAP INDEX ADM FUND | Mutual Funds | — | — | $59K | 1.0% | |
| VANGUARD EQUITY-INC ADM FUND | Mutual Funds | — | — | $48K | 0.8% | |
| PRINCIPAL STABLE VALUE Z FUND | Stable Value | — | — | $38K | 0.6% | |
| MACQUARIE EMERGING MARKETS R6 | Other securities | — | — | $35K | 0.6% | |
| BLACKROCK LFPTH INDX 2050 K FD | Other securities | — | — | $30K | 0.5% | |
| BLACKROCK LFPTH INDX 2055 K FD | Other securities | — | — | $20K | 0.3% | |
| VANGUARD MID CAP INDEX ADM FD | Mutual Funds | — | — | $9K | 0.1% | |
| GS INTL SC INSIGHTS R6 FD | Other securities | — | — | $1K | <0.1% | |
| GOLDMAN SACHS FIN SQ GOV R6 FD | Other securities | — | — | $639 | <0.1% | |
| BLACKROCK MD-CP GR EQ K FD | Other securities | — | — | $324 | <0.1% | |
| FED HERMES MDT SMCP CORE R6 FD | Other securities | — | — | $319 | <0.1% | |
| VGD TTL INTL STK IDX ADM FD | Common Collective Trusts | — | — | $318 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
