Back to filter
Original filing (PDF)20251015131257NAL0004944449001
HOPE GAS, INC.
Form 5500
FILING_RECEIVED
HOPE GAS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
564
Accounts w/ balance
584
Plan assets (EOY)
$38.3M
Net assets (EOY)
$38.3M
How this plan invests
This plan
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE GAS, INC..
Plan sponsor
Name
HOPE GAS, INC.
EIN
55-0196830
Address
48 COLUMBIA BLVD. · CLARKSBURG, WV · 26301
Phone
(904) 481-6003
Industry
Utilitiessee 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
2025-10-15
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
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $127K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | PHILADELPHIA, PA | SERVICE PROVIDER | $27K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $10K | — |
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | SERVICE PROVIDER | $0 | — |
Investments
47 direct securities· $64.0M(100% of reported assets)
Uncategorized
$62.1M
45 holdings
Guaranteed Income / GIC
$1.8M
1 holding
Mutual Funds
$145K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $5.9M | 15.3% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $5.9M | 15.3% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $4.3M | 11.3% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $3.9M | 10.3% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $3.9M | 10.3% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $2.5M | 6.4% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $2.5M | 6.4% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $2.4M | 6.2% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $2.4M | 6.2% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $2.3M | 6.1% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $2.3M | 6.1% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $2.1M | 5.6% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $2.1M | 5.6% | |
| * Voya Fixed Account N/R | Guaranteed Income / GIC | — | — | $1.8M | 4.7% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $1.4M | 3.7% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $1.4M | 3.7% | |
| (Held at End of Year) HOPE GAS RETIREMENT SAVINGS PLAN EIN#55-0196830 Plan# 001 Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $1.3M | 3.4% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.2M | 3.1% | |
| Massachusetts Investment Growth Stock Fund R6 N/R | — | — | — | $1.1M | 2.8% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | — | — | — | $1.1M | 2.8% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | — | — | — | $1.0M | 2.7% | |
| Fidelity Total International Index Fund N/R | — | — | — | $1.0M | 2.7% | |
| Vanguard Equity Income Fund Adm N/R | — | — | — | $948K | 2.5% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $917K | 2.4% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $917K | 2.4% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $876K | 2.3% | |
| American Funds American Funds EuroPacific Growth Fund R6 N/R | — | — | — | $632K | 1.7% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $601K | 1.6% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $601K | 1.6% | |
| Dodge & Cox Dodge & Cox Income Fund X N/R | — | — | — | $457K | 1.2% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $434K | 1.1% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $434K | 1.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $423K | 1.1% | |
| Vanguard Target Retirement 2070 Fund N/R | — | — | — | $423K | 1.1% | |
| Nuveen Mid Cap Value Fund R6 N/R | — | — | — | $369K | 1.0% | |
| MFS Mid Cap Growth Fund R6 N/R | — | — | — | $351K | 0.9% | |
| Principal Real Estate Secs Fund R6 N/R | — | — | — | $297K | 0.8% | |
| Fid Inf Prt Bd Idx Fd Registered Investment Company | — | — | — | $222K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund N/R | — | — | — | $222K | 0.6% | |
| Vanguard Target Retirement Inc Fund N/R | — | — | — | $174K | 0.5% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $174K | 0.5% | |
| Allspring Special Small Cap Value Fund R6 N/R | Mutual Funds | — | — | $145K | 0.4% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec SmCp Vl Fd R6 Registered Investment Company | — | — | — | $145K | 0.4% | |
| Money Market Fund * Voya Gov Money Market Fund A N/R | — | — | — | $81K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $81K | 0.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $38K | <0.1% |