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

Hope Community Services, Inc.'s plan reported $5.3M in assets and 150 participants for 2024.

Original filing (PDF)20251015123647NAL0004862497001

Hope Community Services, Inc.

Name: Hope Community Services, Inc. — Defined Contribution, Form 5500 (2024)
Creator: Hope Community Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Defined Contribution Pension Plan for Employees of Hope Community Services, Inc.

Defined-contribution retirement plan · Hope Community Services, Inc.'s Defined Contribution Pension Plan for Employees of Hope Community Services, Inc. held $5.3M in plan assets for 150 participants in 2024, with Mutual of America as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond27% in single holding

Active participants

150

Accounts w/ balance

241

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Shelley Hawkins signed Hope Community Services, Inc.'s 2024 Form 5500 as plan administrator.

Shelley Hawkins — 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 Community Services, Inc.'s EIN is 73-1098634.

EIN 73-1098634

Plan number 001

Plan year 2024

ACK ID 20251015123647NAL0004862497001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hope Community Services, Inc.'s plan includes profit-sharing, 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 COMMUNITY SERVICES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

44 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 25K (3% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

HOPE COMMUNITY SERVICES, INC.

EIN

all filings

Address

6100 S WALKER AVE · OKLAHOMA CITY, OK · 731397026

Phone

(405) 634-4400

Industry

Health Care & Social Assistance

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

2G · Total participant-directed accounts

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

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HOGAN TAYLOR LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

44 direct securities · 1 pooled fund· $9.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$4.5M

28 holdings

Pooled Separate Account

$3.9M

1 holding

Mutual Funds

$449K

11 holdings

Common Collective Trusts

$333K

2 holdings

Common Stocks

$15K

2 holdings

Cash / Money Market

$8K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$3.9M	73.4%
Mutual of America Interest Accumulation Account	Other securities	—	—	$1.4M	26.6%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$662K	12.5%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$358K	6.8%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$353K	6.7%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$350K	6.6%
Mutual of America DWS Capital Growth VIP Fund	Other securities	—	—	$273K	5.2%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$232K	4.4%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$197K	3.7%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$184K	3.5%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$166K	3.1%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$151K	2.9%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$128K	2.4%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$103K	2.0%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$102K	1.9%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$99K	1.9%
Mutual of America Invesco V.I. Main Street Fund	Mutual Funds	—	—	$91K	1.7%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$75K	1.4%
Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$52K	1.0%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$50K	1.0%
Mutual of America Balanced Fund	Other securities	—	—	$45K	0.9%
Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$33K	0.6%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$27K	0.5%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$20K	0.4%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$16K	0.3%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$13K	0.2%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$10K	0.2%
Mutual of America Small Cap Value Fund	Other securities	—	—	$10K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stocks	—	—	$9K	0.2%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$8K	0.1%
Mutual of America American Century Investments VP Capital Appreciation Fund	Other securities	—	—	$7K	0.1%
Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$7K	0.1%
Mutual of America Retirement Income Fund	Other securities	—	—	$6K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stocks	—	—	$6K	0.1%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$6K	0.1%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$4K	<0.1%
Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$3K	<0.1%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$3K	<0.1%
Mutual of America All America Fund	Other securities	—	—	$2K	<0.1%
Mutual of America Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$2K	<0.1%
Mutual of America Core Bond Fund	Other securities	—	—	$2K	<0.1%
Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$1K	<0.1%
Mutual of America Delaware VIP Small Cap Value Series Fund	Other securities	—	—	$1K	<0.1%
Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio 0 . GROUP ANNUITY CONTRACT Mutual of America Victory RS Small Cap Growth Equity VIP Series	Mutual Funds	—	—	$1K	<0.1%