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Original filing (PDF)20251013083611NAL0000861505001
VALLEY HOPE ASSOCIATION
Form 5500
FILING_RECEIVED
VALLEY HOPE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
698
Accounts w/ balance
631
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY HOPE ASSOCIATION.
Plan sponsor
Name
VALLEY HOPE ASSOCIATION
EIN
48-0728186
Address
103 S. WABASH · NORTON, KS · 67654
Phone
(785) 877-5111
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
30 direct securities · 1 pooled fund· $24.6M(100% of reported assets)
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.
Uncategorized
$23.4M
29 holdings
Common Collective Trust
$789K
1 holding
Mutual Funds
$465K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2035K | — | — | — | $3.0M | 12.4% | |
| Fidelity Investments Freedom 2030K | — | — | — | $2.7M | 11.2% | |
| Fidelity Investments Contrafund | — | — | — | $2.5M | 10.3% | |
| Fidelity Investments Freedom 2040K | — | — | — | $2.1M | 8.8% | |
| Fidelity Investments Freedom 2025K | — | — | — | $1.9M | 8.0% | |
| Fidelity Investments Freedom 2020K | — | — | — | $1.6M | 6.8% | |
| Fidelity Investments Blue Chip Growth | — | — | — | $1.4M | 5.8% | |
| Fidelity Investments Freedom 2045K | — | — | — | $1.3M | 5.4% | |
| Fidelity Investments Freedom 2050K | — | — | — | $1.2M | 5.1% | |
| Fidelity Investments Freedom 2055K | — | — | — | $1.1M | 4.5% | |
| Collective Trust Fund * Fidelity Investments Managed Income Portfolio II Class 1 | — | — | — | $789K | 3.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $789K | 3.3% | |
| T. Rowe Price TRP DIV Growth ADV | — | — | — | $578K | 2.4% | |
| Fidelity Investments Freedom 2015K | — | — | — | $564K | 2.4% | |
| s * Fidelity Investments Puritan | Mutual Funds | — | — | $465K | 1.9% | |
| Interest-bearing Cash * Fidelity Investments Government Money Market | — | — | — | $424K | 1.8% | |
| Notes Receivable From Participants * Participant notes receivable Promissory notes, maturities ranging through 2032, interest rates 4.25% to 9.5% | — | — | — | $395K | 1.6% | |
| Fidelity Investments 500 Index | — | — | — | $366K | 1.5% | |
| American Funds AF Amer Mutual R4 | — | — | — | $309K | 1.3% | |
| Fidelity Investments Freedom 2060K | — | — | — | $243K | 1.0% | |
| Fidelity Investments Diversified Intl | — | — | — | $168K | 0.7% | |
| Fidelity Investments Freedom 2010K | — | — | — | $160K | 0.7% | |
| Principal Investments PIF Small Cap R5` | — | — | — | $135K | 0.6% | |
| Fidelity Investments Freedom 2065K | — | — | — | $118K | 0.5% | |
| Fidelity Investments Low Priced Stock | — | — | — | $100K | 0.4% | |
| Fidelity Investments GNMA | — | — | — | $71K | 0.3% | |
| Fidelity Investments US Bond IDX | — | — | — | $66K | 0.3% | |
| Fidelity Investments Mid Cap IDX | — | — | — | $49K | 0.2% | |
| Fidelity Investments Freedom K | — | — | — | $44K | 0.2% | |
| Fidelity Investments Mid Cap Stock | — | — | — | $37K | 0.2% | |
| Freedom 2070 | — | — | — | $4K | <0.1% |
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