Carter BAIR signed Hopewest's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hopewest's EIN is 84-1207388.
Download the official 2024 Form 5500 (PDF) for Hopewest from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hopewest's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPINE TRUST & ASSET MANAGEMENT | — | GRAND JUNCTION, CO | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | 16-1503696 | — | NONE | $47K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Harris Associates L.P. Oakmark Equity and Income | Other securities | — | — | $3.5M | 16.3% | |
| Vanguard Group Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.4M | 11.5% | |
| Vanguard Group Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $2.2M | 10.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2050 I | Common Stocks | — | — | $2.0M | 9.2% | |
| Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.9M | 8.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2030 I | Common Stocks | — | — | $1.7M | 8.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2020 I | Common Stocks | — | — | $1.7M | 7.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2040 I | Common Stocks | — | — | $1.5M | 7.0% | |
| PRUDENTIAL GUARANTEED FUND THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.5% | |
| Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $763K | 3.6% | |
| Vanguard Group Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $587K | 2.8% | |
| Vanguard Group Vanguard Total Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $481K | 2.3% | |
| Vanguard Group Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $467K | 2.2% | |
| Various maturity dates, ranging from 1-5 years, interest rates * Participant Loans at 5.25% - 10.50% | Bonds / Notes | — | — | $248K | 1.2% | |
| BlackRock, Inc. Blackrock Health Sciences Opportunities Institutional | Common Stocks | — | — | $208K | 1.0% | |
| Vanguard Group Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $203K | 1.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2060 I | Common Stocks | — | — | $106K | 0.5% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Shares | Mutual Funds | — | — | $102K | 0.5% | |
| Vanguard Group Vanguard REIT Index Fund Admiral Shares | Common Collective Trusts | — | — | $101K | 0.5% | |
| Impax Asset Management LLC PAX Balanced Institutional | Other securities | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
