Back to filter
Original filing (PDF)20250909172107NAL0034449248001
HOPEWEST
Form 5500
FILING_RECEIVED
HOPEWEST 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
442
Accounts w/ balance
382
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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
- 60 bps in Schedule C fees — 107% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPEWEST.
Plan sponsor
Name
HOPEWEST
EIN
84-1207388
Address
3090 NORTH 12TH STREET, UNIT B · GRAND JUNCTION, CO · 81506
Phone
(970) 257-2372
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
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
DWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPINE TRUST & ASSET MANAGEMENT | — | GRAND JUNCTION, CO | NONE | $80K | — |
| BPAS | 16-1503696 | — | NONE | $47K | — |
Investments
19 direct securities · 1 pooled fund· $21.3M(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
$20.1M
19 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harris Associates L.P. Oakmark Equity and Income | — | — | — | $3.5M | 16.3% | |
| Vanguard Group Vanguard Growth Index Fund Admiral Shares | — | — | — | $2.4M | 11.5% | |
| Vanguard Group Vanguard 500 Index Admiral Shares | — | — | — | $2.2M | 10.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2050 I | — | — | — | $2.0M | 9.2% | |
| Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.9M | 8.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2030 I | — | — | — | $1.7M | 8.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2020 I | — | — | — | $1.7M | 7.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2040 I | — | — | — | $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 | — | — | — | $763K | 3.6% | |
| Vanguard Group Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $587K | 2.8% | |
| Vanguard Group Vanguard Total Bond Index Fund Admiral Shares | — | — | — | $481K | 2.3% | |
| Vanguard Group Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $467K | 2.2% | |
| Various maturity dates, ranging from 1-5 years, interest rates * Participant Loans at 5.25% - 10.50% | — | — | — | $248K | 1.2% | |
| BlackRock, Inc. Blackrock Health Sciences Opportunities Institutional | — | — | — | $208K | 1.0% | |
| Vanguard Group Vanguard Value Index Fund Admiral Shares | — | — | — | $203K | 1.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2060 I | — | — | — | $106K | 0.5% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Shares | — | — | — | $102K | 0.5% | |
| Vanguard Group Vanguard REIT Index Fund Admiral Shares | — | — | — | $101K | 0.5% | |
| Impax Asset Management LLC PAX Balanced Institutional | — | — | — | $26K | 0.1% |
Related plans
Similar-size Health Care & Social Assistance plans
HOSPICE CARE OF SOUTH CAROLINA DBA AGAPE CARE GROUP
AGAPE CARE GROUP SAVINGS TRUST
$21.3M · 2,628 participants
THE COORDINATING CENTER FOR HOME & COMMUNITY CARE, INC.
THE COORDINATING CENTER 403(B) RETIREMENT PLAN
$21.4M · 289 participants
COMMUNITY HOSPICE, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICE, INC.
$21.4M · 276 participants
CENTRAL COAST HOME HEALTH, INC.
CENTRAL COAST HOME HEALTH RETIREMENT PLAN
$21.5M · 409 participants
CARE MANAGEMENT, INC
CARE MANAGEMENT, INC. 401(K) PLAN
$21.8M · 704 participants
VISITING NURSE AND HOSPICE CAR
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA
$21.9M · 148 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B