Original filing (PDF)20250701131346NAL0030689522001

HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC.

Name: HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC. — HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC.

Form 5500

FILING_RECEIVED

HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

196

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC.

EIN

56-1854615

Address

106 PINEDALE SPRINGS WAY · CARY, NC · 27511

Phone

(919) 532-0620

Industry

Other Services (ex. Public Admin)see 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

2025-07-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	ADVISOR	$16K	—

Investments

26 direct securities· $7.0M(99% of reported assets)

Other securities

$7.0M

24 holdings

Cash / Money Market

$49K

1 holding

Common Stock

$1K

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$1.4M	19.9%
Fidelity Freedom 2045 K Fund	Other securities	—	—	$966K	13.6%
Fidelity Freedom 2035 K Fund	Other securities	—	—	$762K	10.8%
Fidelity Freedom 2050 K Fund	Other securities	—	—	$620K	8.8%
American Funds Fundamental Investors Class R6	Other securities	—	—	$546K	7.7%
Fidelity Freedom 2040 K Fund	Other securities	—	—	$343K	4.8%
Fidelity Freedom 2025 K Fund	Other securities	—	—	$276K	3.9%
Fidelity Small Cap Index Fund	Other securities	—	—	$266K	3.7%
Fidelity Freedom 2055 K Fund	Other securities	—	—	$257K	3.6%
Fidelity Mid Cap Index Fund	Other securities	—	—	$170K	2.4%
Fidelity Small Cap Value Fund	Other securities	—	—	$163K	2.3%
Fidelity Freedom 2060 K Fund	Other securities	—	—	$156K	2.2%
American Funds New World Fund Class R6	Other securities	—	—	$144K	2.0%
MFS International Diversification Fund Class R6	Other securities	—	—	$139K	2.0%
Fidelity Freedom 2065 K Fund	Other securities	—	—	$132K	1.9%
Delaware Ivy Mid Cap Growth I	Other securities	—	—	$125K	1.8%
Fidelity Freedom 2030 K Fund	Other securities	—	—	$108K	1.5%
Fidelity International Index Fund	Other securities	—	—	$106K	1.5%
PIMCO Income Fund Institutional Class	Other securities	—	—	$104K	1.5%
MFS Total Return Bond Fund Class R6	Other securities	—	—	$93K	1.3%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$49K	0.7%
American Funds Moderate Growth and Income Portfolio Class R6	Other securities	—	—	$30K	0.4%
Fidelity Freedom 2020 K Fund	Other securities	—	—	$27K	0.4%
PGIM High Yield Fund Class Z	Other securities	—	—	$14K	0.2%
Fidelity Freedom 2010 K Fund	Other securities	—	—	$8K	0.1%
Fidelity U.S. Bond Index Fund 613 * Fidelity Freedom Inc K Fund	Common Stock	—	—	$1K	<0.1%