How big is Hope Gas, Inc.'s plan?

Hope Gas, Inc.'s plan reported $38.3M in assets and 564 participants for 2024.

Original filing (PDF)20251015131257NAL0004944449001

Hope Gas, Inc.

Name: Hope Gas, Inc. — Hope Gas Retirement Savings Plan, Form 5500 (2024)
Creator: Hope Gas, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hope Gas Retirement Savings Plan

401(k) retirement plan · Hope Gas, Inc.'s Hope Gas Retirement Savings Plan held $38.3M in plan assets for 564 participants in 2024, with Voya as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

564

Accounts w/ balance

584

Plan assets (EOY)

$38.3M

Net assets (EOY)

$38.3M

People on this filing

Samantha Baxter-NARD signed Hope Gas, Inc.'s 2024 Form 5500 as plan administrator.

Samantha Baxter-NARD — 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

Hope Gas, Inc.'s EIN is 55-0196830.

EIN 55-0196830

Plan number 001

Plan year 2024

ACK ID 20251015131257NAL0004944449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hope Gas, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOPE GAS, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Delinquent participant contributions reported (Schedule H 4a) — 173K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

HOPE GAS, INC.

EIN

all filings

Address

48 COLUMBIA BLVD. · CLARKSBURG, WV · 26301

Phone

(904) 481-6003

Industry

Utilities

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORDKEEPER	$127K	—
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$10K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

29 direct securities· $38.3M(100% of reported assets)

Mutual Funds

$25.8M

17 holdings

Common Collective Trusts

$8.3M

6 holdings

Guaranteed Income / GIC

$1.8M

1 holding

Other securities

$1.4M

2 holdings

Bonds / Notes

$876K

1 holding

Cash / Money Market

$81K

1 holding

Common Stocks

$38K

1 holding

					% of plan
Vanguard Target Retirement 2045 Fund N/R	Mutual Funds	—	—	$5.9M	15.3%
Fidelity 500 Index Fund Registered Investment Company	Common Collective Trusts	—	—	$4.3M	11.3%
Vanguard Target Retirement 2050 Fund N/R	Mutual Funds	—	—	$3.9M	10.3%
Vanguard Target Retirement 2040 Fund N/R	Mutual Funds	—	—	$2.5M	6.4%
Vanguard Target Retirement 2030 Fund N/R	Mutual Funds	—	—	$2.4M	6.2%
Vanguard Target Retirement 2055 Fund N/R	Mutual Funds	—	—	$2.3M	6.1%
Vanguard Target Retirement 2035 Fund N/R	Mutual Funds	—	—	$2.1M	5.6%
* Voya Fixed Account N/R	Guaranteed Income / GIC	—	—	$1.8M	4.7%
Vanguard Target Retirement 2025 Fund N/R	Mutual Funds	—	—	$1.4M	3.7%
Vanguard Target Retirement 2060 Fund N/R	Mutual Funds	—	—	$1.3M	3.4%
Fidelity Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$1.2M	3.1%
Massachusetts Investment Growth Stock Fund R6 N/R	Other securities	—	—	$1.1M	2.8%
Fidelity Total International Index Fund N/R	Common Collective Trusts	—	—	$1.0M	2.7%
Vanguard Equity Income Fund Adm N/R	Mutual Funds	—	—	$948K	2.5%
Fidelity Small Cap Index Fund N/R	Common Collective Trusts	—	—	$917K	2.4%
Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$876K	2.3%
American Funds American Funds EuroPacific Growth Fund R6 N/R	Mutual Funds	—	—	$632K	1.7%
Fidelity US Bond Index Fund N/R	Common Collective Trusts	—	—	$601K	1.6%
Dodge & Cox Dodge & Cox Income Fund X N/R	Mutual Funds	—	—	$457K	1.2%
Vanguard Target Retirement 2065 Fund N/R	Mutual Funds	—	—	$434K	1.1%
Vanguard Target Retirement 2070 Fund N/R	Mutual Funds	—	—	$423K	1.1%
Nuveen Mid Cap Value Fund R6 N/R	Mutual Funds	—	—	$369K	1.0%
MFS Mid Cap Growth Fund R6 N/R	Mutual Funds	—	—	$351K	0.9%
Principal Real Estate Secs Fund R6 N/R	Other securities	—	—	$297K	0.8%
Fidelity Inflation Protected Bond Index Fund N/R	Common Collective Trusts	—	—	$222K	0.6%
Vanguard Target Retirement Inc Fund N/R	Mutual Funds	—	—	$174K	0.5%
Allspring Special Small Cap Value Fund R6 N/R	Mutual Funds	—	—	$145K	0.4%
Money Market Fund * Voya Gov Money Market Fund A N/R	Cash / Money Market	—	—	$81K	0.2%
Vangrd Trgt Retire 2020 Fd Registered Investment Company	Common Stocks	—	—	$38K	<0.1%