How big is HOPA Mountain, Inc.'s plan?

HOPA Mountain, Inc.'s plan reported $245K in assets and 1 participants for 2023.

Original filing (PDF)20240531185400NAL0031893154001

HOPA Mountain, Inc.

Name: HOPA Mountain, Inc. — HOPA 403(b), Form 5500 (2023)
Creator: HOPA Mountain, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOPA 403(b)

403(b) retirement plan · HOPA Mountain, Inc.'s HOPA 403(b) held $245K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

TERI Kassens-Crowe signed HOPA Mountain, Inc.'s 2023 Form 5500 as plan administrator.

TERI Kassens-Crowe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HOPA Mountain, Inc.'s EIN is 84-1635749.

EIN 84-1635749

Plan number 002

Plan year 2023

ACK ID 20240531185400NAL0031893154001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for HOPA Mountain, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

HOPA Mountain, Inc.'s plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOPA MOUNTAIN, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

HOPA MOUNTAIN, INC.

EIN

all filings

Address

PO BOX 10892 · BOZEMAN, MT · 597190892

Phone

(406) 586-2455

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-31

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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