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Original filing (PDF)20250730094249NAL0002223363001
HOPE MEDIA GROUP
Form 5500
FILING_RECEIVED
HOPE MEDIA GROUP 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~101 bps in Sched C feesNo recordkeeper disclosed
Active participants
194
Accounts w/ balance
183
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE MEDIA GROUP.
Plan sponsor
Name
HOPE MEDIA GROUP
EIN
74-2162248
Address
1722 TREBLE DRIVE · HUMBLE, TX · 77338
Phone
(281) 319-6926
Industry
Other Services (ex. Public Admin)see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVOY TPA AND RECORDKEEPING, INC | 84-3583603 | — | SERVICE PROVIDER | $78K | — |
Investments
33 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retire R6 45,348.1560 shares | — | — | $45K | $948K | 12.2% | |
| American Funds 2030 Target Date Retire R6 45,471.5470 shares | — | — | $45K | $786K | 10.1% | |
| Meeder Dynamic Allocation Fund 49,277.6190 shares | — | — | $49K | $672K | 8.7% | |
| Vanguard Equity-Income Adm 6,090.3860 shares | — | — | $6K | $537K | 6.9% | |
| Vanguard Growth Fund Admiral 2,396.4860 shares | — | — | $2K | $506K | 6.5% | |
| Vanguard 500 Index Adm 893.6240 shares | — | — | — | $485K | 6.3% | |
| American Funds 2040 Target Date Retire R6 22,918.7000 shares | — | — | $23K | $471K | 6.1% | |
| Schwab Balanced 27,457.6020 shares | — | — | $27K | $459K | 5.9% | |
| American Funds 2060 Target Date Retire R6 21,450.5500 shares | — | — | $21K | $385K | 5.0% | |
| AB Large Cap Growth Fund 2,609.1610 shares | — | — | $3K | $285K | 3.7% | |
| Vanguard Life Strategy Income Inv 17,241.0410 shares | — | — | $17K | $259K | 3.3% | |
| Vanguard Value Fund Admiral Shares 3,471.4380 shares | — | — | $3K | $229K | 3.0% | |
| Voya Intermediate Term Bond R6 25,414.2690 shares | — | — | $25K | $219K | 2.8% | |
| Touchstone Mid Cap Fund 3,131.8440 shares | — | — | $3K | $173K | 2.2% | |
| JPMorgan Investor Growth R6 6,380.7560 shares | — | — | $6K | $167K | 2.2% | |
| Vanguard Mid Cap Adm 439.0460 shares | — | — | — | $144K | 1.9% | |
| Inspire Global Hope ETF 3,189.1650 units | — | — | $3K | $118K | 1.5% | |
| Vanguard Total Bond Market Adm 11,479.6720 shares | — | — | $11K | $109K | 1.4% | |
| American Funds 2020 Target Date Retire R6 7,596.2390 shares | — | — | $8K | $102K | 1.3% | |
| Participant loans Interest rates 4.25%-9.50% | — | — | — | $99K | 1.3% | |
| Eventide Gilead Class I 1,708.1150 shares | — | — | $2K | $88K | 1.1% | |
| DFA US Large Company Instl 2,180.4050 shares | — | — | $2K | $85K | 1.1% | |
| Schwab International Equity ETF 4,482.4790 units | — | — | $4K | $83K | 1.1% | |
| Inspire Small-Mid Cap ETF 2,174.1970 units | — | — | $2K | $82K | 1.1% | |
| Vanguard Small Cap Adm 547.5460 shares | — | — | — | $63K | 0.8% | |
| JPMorgan Small Cap Adm 858.4650 shares | — | — | — | $47K | 0.6% | |
| TIAA-CREF Lifestyle Conservative Instl 3,452.3660 shares | — | — | $3K | $44K | 0.6% | |
| Praxis Growth Index Fnd Clssl 682.8310 shares | — | — | — | $34K | 0.4% | |
| VALIC Fixed Interest Account 26,651.5640 units | — | — | $27K | $33K | 0.4% | |
| Praxis Impact Bond Instl 1,401.9810 shares | — | — | $1K | $13K | 0.2% | |
| Steward Large Cap Enh Idx Inst 313.5780 shares | — | — | — | $11K | 0.1% | |
| Praxis Value Index Fund I 593.0310 shares | — | — | — | $10K | 0.1% | |
| MFS International Equity R6 126.1460 shares | — | — | — | $4K | <0.1% |
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