How big is Community of Hope, Inc.'s plan?

Community of Hope, Inc.'s plan reported $11.2M in assets and 477 participants for 2024.

Original filing (PDF)20251014074527NAL0001097763001

Community of Hope, Inc.

Name: Community of Hope, Inc. — Community of Hope 403(b), Form 5500 (2024)
Creator: Community of Hope, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community of Hope 403(b)

403(b) retirement plan · Community of Hope, Inc.'s Community of Hope 403(b) held $11.2M in plan assets for 477 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Non-clean audit opinionCorrective distributions issued

Active participants

477

Accounts w/ balance

375

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Stephanie Leonetti signed Community of Hope, Inc.'s 2024 Form 5500 as plan administrator.

Stephanie Leonetti — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community of Hope, Inc.'s EIN is 52-1184749.

EIN 52-1184749

Plan number 001

Plan year 2024

ACK ID 20251014074527NAL0001097763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community of Hope, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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).
Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

COMMUNITY OF HOPE, INC.

EIN

all filings

Address

4 ATLANTIC STREET SW · WASHINGTON, DC · 200322350

Phone

(202) 407-7747

Industry

Other Services (ex. Public Admin)

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SB & COMPANY, LLC

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$67K	—

Investments

59 direct securities· $11.2M(100% of reported assets)

Mutual Funds

$10.4M

32 holdings

Other securities

$759K

23 holdings

Stable Value

$22K

1 holding

Common Collective Trusts

$19K

1 holding

Common Stocks

$2K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Vanguard Target Retirement 2050 Investor Shares	Mutual Funds	—	—	$1.9M	17.2%
Vanguard Target Retirement 2030 Investor Shares	Mutual Funds	—	—	$1.7M	15.4%
Vanguard Target Retirement 2045 Investor Shares	Mutual Funds	—	—	$1.5M	13.0%
Vanguard Target Retirement 2055 Investor Shares	Mutual Funds	—	—	$1.2M	10.3%
Vanguard Target Retirement 2040 Investor Shares	Mutual Funds	—	—	$968K	8.7%
Vanguard Target Retirement 2035 Investor Shares	Mutual Funds	—	—	$781K	7.0%
Vanguard Target Retirement 2020 Investor Shares	Mutual Funds	—	—	$723K	6.5%
Vanguard Target Retirement 2025 Investor Shares	Mutual Funds	—	—	$591K	5.3%
Notes Receivable from Participants * Participants Notes Receivable from Participants**	Other securities	—	—	$273K	2.4%
Vanguard Target Retirement 2060 Investor Shares	Mutual Funds	—	—	$214K	1.9%
DFA US Core Equity 1 Institutional Class	Mutual Funds	—	—	$166K	1.5%
American Funds International Growth and Income Class R6	Mutual Funds	—	—	$137K	1.2%
Lincoln LVIP MACQUARIE SOCIAL AWARENESS	Other securities	—	—	$132K	1.2%
Fully Benefit Responsive Insurance Annuity Contract * Lincoln Fixed Account	Other securities	—	—	$130K	1.2%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$124K	1.1%
Lincoln LVIP Global Moderate Allocation Managed Risk	Other securities	—	—	$112K	1.0%
American Funds Growth	Mutual Funds	—	—	$75K	0.7%
Vanguard FTSE Social Index Admiral	Mutual Funds	—	—	$69K	0.6%
Vanguard Target Retirement 2065 Investor Shares	Mutual Funds	—	—	$53K	0.5%
Lincoln LVIP T Rowe Price Mid Cap Growth	Mutual Funds	—	—	$44K	0.4%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$38K	0.3%
Lincoln LVIP T Rowe Price 2050 Fund	Mutual Funds	—	—	$31K	0.3%
American Funds Global Growth	Mutual Funds	—	—	$30K	0.3%
Fidelity VIP Growth	Mutual Funds	—	—	$24K	0.2%
Vanguard Inflation Protected Securities Admiral Shares	Mutual Funds	—	—	$23K	0.2%
Lincoln Stable Value Account- LNGPA	Stable Value	—	—	$22K	0.2%
American AB VPS Global Thematic Growth	Other securities	—	—	$22K	0.2%
American Funds American Balanced Class R6	Mutual Funds	—	—	$22K	0.2%
Lincoln LVIP SSGA Small-Cap Index	Other securities	—	—	$21K	0.2%
Lincoln LVIP SSGA International Index 640 * Lincoln LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$19K	0.2%
Lincoln LVIP Vanguard Domestic Equity ETF	Mutual Funds	—	—	$17K	0.2%
Vanguard Target Retirement Income Investor Shares	Mutual Funds	—	—	$16K	0.1%
Fidelity VIP Contrafund	Mutual Funds	—	—	$15K	0.1%
American Funds Growth-Income	Mutual Funds	—	—	$12K	0.1%
Lincoln LVIP Vanguard International Equity ETF	Mutual Funds	—	—	$9K	<0.1%
Lincoln LVIP MACQUARIE MID CAP VALUE FUND	Other securities	—	—	$9K	<0.1%
Federated Government Ultrashort Duration Class R6	Other securities	—	—	$8K	<0.1%
Lincoln LVIP MACQUARIE SMID CAP CORE SERIES	Other securities	—	—	$8K	<0.1%
Lincoln LVIP MACQUARIE DIVERSIFIED INCOME 60 * Lincoln LVIP MACQUARIE HIGH YIELD FUND	Other securities	—	—	$6K	<0.1%
Lincoln LVIP Baron Growth Opportunities	Other securities	—	—	$5K	<0.1%
Lincoln MACQUARIE SMALL CAP VALUE	Other securities	—	—	$5K	<0.1%
Lincoln LVIP T Rowe Price 2030 Fund 307 * Lincoln LVIP T Rowe Price 2040 Fund	Mutual Funds	—	—	$4K	<0.1%
Lincoln LVIP Mondrain Global Income Fund	Other securities	—	—	$4K	<0.1%
BlackRock Global Allocation	Other securities	—	—	$4K	<0.1%
MFS Utilities	Mutual Funds	—	—	$4K	<0.1%
Lincoln LVIP JPMorgan Select Mid Cap Value Managed Volatility	Other securities	—	—	$4K	<0.1%
Lincoln LVIP T Rowe Price Structured Mid Cap Growth	Mutual Funds	—	—	$3K	<0.1%
Baird Baid Aggregate Bond Class Institutional	Other securities	—	—	$3K	<0.1%
Lincoln LVIP JPMorgan Retirement Income Fund 344 * Lincoln LVIP MACQUARIE BOND	Other securities	—	—	$3K	<0.1%
Lincoln LVIP Global Conservative Allocation Managed Risk Fund	Other securities	—	—	$3K	<0.1%