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Original filing (PDF)20251010141802NAL0018802450001
HOPE LEASING
Form 5500
FILING_RECEIVED
HOPE LEASING 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
338
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.3M
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPE LEASING.
Plan sponsor
Name
HOPE LEASING
DBA
HOPE ADMINISTRATIVE SERVICES
EIN
74-2431550
Address
9625 BROADWAY STREET · SAN ANTOIO, TX · 78217
Phone
(915) 615-0827
Industry
Transportation & Warehousingsee all
Plan administrator
Name
RETIREBETTER, INC.
EIN
88-2431624
City
DALLAS, TX
Phone
(214) 624-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
Audit & trust (Schedule H)
Auditor
GIBSON RUDDOCK PATTERSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY | — | — | CUSTODIAL | $4K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREBETTER, INC. | — | DALLAS, TX | RECORDKEEPER/TPA | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J BEAVER INVESTMENT ADVISORS | — | EL PASO, TX | INVESTMENT ADVISOR | $33K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.