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Original filing (PDF)20251015123647NAL0004862497001
HOPE COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOPE COMMUNITY SERVICES, INC.
Defined-contribution retirement plan
Signals · 1
27% in single holding
Active participants
150
Accounts w/ balance
241
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Mutual of America Interest Accumulation Account" is 27% of plan.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE COMMUNITY SERVICES, INC..
Plan sponsor
Name
HOPE COMMUNITY SERVICES, INC.
EIN
73-1098634
Address
6100 S WALKER AVE · OKLAHOMA CITY, OK · 731397026
Phone
(405) 634-4400
Industry
Health Care & Social Assistancesee 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
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 rowsRecordkeeper
1| 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.
Uncategorized
$5.3M
44 holdings
Pooled Separate Account
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.4M | 26.6% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $662K | 12.5% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $358K | 6.8% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $353K | 6.7% | |
| Mutual of America Intermediate Bond Fund | — | — | — | $350K | 6.6% | |
| Mutual of America DWS Capital Growth VIP Fund | — | — | — | $273K | 5.2% | |
| Mutual of America Equity Index Fund | — | — | — | $232K | 4.4% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $197K | 3.7% | |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $184K | 3.5% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $166K | 3.1% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $151K | 2.9% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $128K | 2.4% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $103K | 2.0% | |
| Mutual of America Mid Cap Equity Index Fund | — | — | — | $102K | 1.9% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $99K | 1.9% | |
| Mutual of America Invesco V.I. Main Street Fund | — | — | — | $91K | 1.7% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $75K | 1.4% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio | — | — | — | $52K | 1.0% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $50K | 1.0% | |
| Mutual of America Balanced Fund | — | — | — | $45K | 0.9% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $33K | 0.6% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $27K | 0.5% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $20K | 0.4% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $16K | 0.3% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio | — | — | — | $13K | 0.2% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $10K | 0.2% | |
| Mutual of America Small Cap Value Fund | — | — | — | $10K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund | — | — | — | $9K | 0.2% | |
| Mutual of America Money Market Fund | — | — | — | $8K | 0.1% | |
| Mutual of America American Century Investments VP Capital Appreciation Fund | — | — | — | $7K | 0.1% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio | — | — | — | $7K | 0.1% | |
| Mutual of America Retirement Income Fund | — | — | — | $6K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio | — | — | — | $6K | 0.1% | |
| Mutual of America Vanguard VIF International Portfolio | — | — | — | $6K | 0.1% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $4K | <0.1% | |
| Mutual of America PIMCO VIT Real Return Portfolio | — | — | — | $3K | <0.1% | |
| Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $3K | <0.1% | |
| Mutual of America All America Fund | — | — | — | $2K | <0.1% | |
| Mutual of America Goldman Sachs VIT US Equity Insights Fund | — | — | — | $2K | <0.1% | |
| Mutual of America Core Bond Fund | — | — | — | $2K | <0.1% | |
| Mutual of America American Funds Insurance Series New World Fund | — | — | — | $1K | <0.1% | |
| Mutual of America Delaware VIP Small Cap Value Series Fund | — | — | — | $1K | <0.1% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $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 | — | — | — | $1K | <0.1% |
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