Original filing (PDF)20251014135845NAL0004167840001

Hope Christian Schools, Inc.

Name: Hope Christian Schools, Inc. — Hope Christian, Form 5500 (2024)
Creator: Hope Christian Schools, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hope Christian Schools, Inc. 403(b) Plan

403(b) retirement plan · Hope Christian Schools, Inc.'s Hope Christian Schools, Inc. 403(b) Plan held $5.7M in plan assets for 172 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

6 service providers

Active participants

172

Accounts w/ balance

128

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

62 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HOPE CHRISTIAN SCHOOLS, INC.

EIN

85-0244670all filings

Address

8005 LOUISIANA BLVD., NE · ALBUQUERQUE, NM · 87109

Phone

(505) 856-2709

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LOFTIS & LOVATO GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-1592130	COLUMBUS, OH	CUSTODIAN	$20K	—
PROACCOUNT	73-0988442	COLUMBUS, OH	RECORDKEEPER	$13K	—
NATIONWIDE LIFE INSURANCE CO.	31-4156830	COLUMBUS, OH	CUSTODIAN	$546	—

Advisor / Consultant

Investments

62 direct securities· $5.7M(100% of reported assets)

Other securities

$4.2M

45 holdings

Mutual Funds

$884K

12 holdings

Common Collective Trusts

$418K

1 holding

Common Stocks

$205K

4 holdings

					% of plan
Fed Hrms Gov Oblgtns Prmr 450840.96 Shares - Mutual Fund	Other securities	—	$451K	$494K	8.7%
State Street Bal Index Fund K 418252.2282 Shares - Mutual Fu 0	Common Collective Trusts	—	—	$418K	7.3%
Fid 500 Indx 134666.73 Shares - Mutual Fund	Mutual Funds	—	$135K	$305K	5.4%
Amfds 2030 Trgtdtrtrmt R6 155692.6219 Shares - Mutual Fu 0	Other securities	—	—	$296K	5.2%
Amfds 2040 Trgtdtrtrmt R6 122980.9030 Shares - Mutual Fu	Other securities	—	$123K	$274K	4.8%
Vngrd Wndsr 125563.62 Shares - Mutual Fund	Other securities	—	$126K	$265K	4.6%
Ptnm Lgcap Gr Y 161611.21 Shares - Mutual Fund	Other securities	—	$162K	$247K	4.3%
Fid Us Bd Indx 222166.48 Shares - Mutual Fund	Mutual Funds	—	$222K	$230K	4.0%
Amfds 2025 Trgtrdtrtrmt R6 127966.7748 Shares - Mutual Fu	Other securities	—	$128K	$223K	3.9%
Vngrd Info Tech Indx Adml 56392.464 Shares - Mutual Fund	Other securities	—	$56K	$206K	3.6%
Pgim Ttl Rtn Bd R6 175743.20 Shares - Mutual Fund	Other securities	—	$176K	$186K	3.3%
Amfds 2035 Trgdtrtrmt R6 85601.7505 Shares - Mutual Fun	Other securities	—	$86K	$180K	3.2%
Prncpl Mdcap R6 114729.7146 Shares - Mutual Fu	Other securities	—	$115K	$148K	2.6%
NW Geneva Smcapgr Inst Svc 79564.5568 Shares -Mutual Fund	Other securities	—	$80K	$144K	2.5%
Blkrk Ttl Rtn K 109965.609 Shares- Mutual Fund	Other securities	—	$110K	$114K	2.0%
Pimco Real Rtn Inst 80759.728 Shares - Mutual Fund	Mutual Funds	—	$81K	$114K	2.0%
Dogecox Intl Stk I 53005.926 Shares - Mutual Fund	Other securities	—	$53K	$106K	1.9%
Gdmnscs Gqgptnrintloppr R6 89414.566 Shares - Mutual Fund	Other securities	—	$89K	$104K	1.8%
Fid Intl Indx 741615277 Shares - Mutual Fund	Mutual Funds	—	—	$102K	1.8%
NW Loomis Allcap Gr R6 38502.2052 Shares -Mutual Fund	Other securities	—	$39K	$100K	1.8%
Blkrk Hi Yld Bd Port K 64253.146 Shares - Mutual Fund	Other securities	—	$64K	$97K	1.7%
Avnts US Lgcap Val Inst 70185.8830 Shares - Mutual Fun	Other securities	—	$70K	$92K	1.6%
Jmp Lgcap Gr R6 12211.501 Shares - Mutual Fund	Other securities	—	$12K	$87K	1.5%
Blkrk Strat Inc Oppr I 66803.172 Shares - Mutual Fund	Common Stocks	—	$67K	$82K	1.4%
Jpm Eq Inc R5 44299.835 Shares - Mutual Fund	Common Stocks	—	$44K	$82K	1.4%
Avnts Emg Mkt Eq Inst 77748.2863 Shares - Mutual Fnd	Other securities	—	$78K	$77K	1.3%
Blkrk 80/20 Trgtalloc Inst 54437.944 Shares - Mutual Fund	Other securities	—	$54K	$75K	1.3%
Amfds 2050 Trgtdtrtrmt R6 29852.8221 Shares - Mutual Fun	Other securities	—	$30K	$68K	1.2%
Amfds 2010 Trgtdtrtrmt R6 40127.9740 Shares - Mutual Fun	Other securities	—	$40K	$61K	1.1%
Baird Cor Pls Bd Inst 57388.023 Shares - Mutual Fund	Other securities	—	$57K	$61K	1.1%
AB Glbl Bd Z 58098.9774 Shares - Mutual Fun	Other securities	—	$58K	$58K	1.0%
Prncpl Glbl Realest R6 63464.585 Shares - Mutual Fund	Other securities	—	$63K	$53K	0.9%
Diamond Hill Mdcap I 27888.079 Shares - Mutual Fund	Other securities	—	$28K	$51K	0.9%
Mfs Mdcap Gr R6 26770.763 Shares - Mutual Fund	Mutual Funds	—	$27K	$50K	0.9%
Legal & Geb Comm Strat Fd Inst 41871.2546 Shares - Mutual Fun 0	Other securities	—	—	$42K	0.7%
Amfds 2045 Trgtdtrtrmt R6 16286.3570 Shares - Mutual Fun 0	Other securities	—	—	$37K	0.6%
Amfds 2020 Trgtdtrtrmt R6 21202.0218 Shares - Mutual Fun	Other securities	—	$21K	$35K	0.6%
Vngrd Explr Adml 11814.500 Shares - Mutual Fund	Other securities	—	$12K	$30K	0.5%
Amfds 2060 Trgtdtrtrmt R6 14815.2052 Share - Mutual Fund	Other securities	—	$15K	$29K	0.5%
Avnts US Smcap Val Inst 20982.5630 Shares - Mutual fun	Other securities	—	$21K	$29K	0.5%
Dfa Infl Prtct Sec Inst 18849.700 Shares - Mutual Fund	Mutual Funds	—	$19K	$22K	0.4%
Fidadv Strat Divd Inc Inst 19791.091 Shares - Mutual Fund	Common Stocks	—	$20K	$22K	0.4%
Trowepr Comm Tech 5168.3775 Shares - Mutual Fund	Other securities	—	$5K	$19K	0.3%
Vngrd Wlsly Inc Adml 12066.168 Shares - Mutual Fund	Common Stocks	—	$12K	$19K	0.3%
Amfds New Wld R6 7768.1018 Shares- Mutual Fund	Other securities	—	$8K	$17K	0.3%
Dfa Intl Lgcap Gr 16843.5053 Shares - Mutual Fun	Mutual Funds	—	$17K	$17K	0.3%
Blkrk Hlth Scnc Oppr Inst 7449.0149 Shares - Mutual Fund	Other securities	—	$7K	$16K	0.3%
Fid Adv Bal Fund I 15936.3999 Shares - Mutual Fun	Mutual Funds	—	$16K	$16K	0.3%
Vngrd St Bd Indx Adml 14832.914 Shares - Mutual Fund	Other securities	—	$15K	$16K	0.3%
Fid Infl Prtct Bd Indx 10450.556 Shares - Mutual Fund	Mutual Funds	—	$10K	$12K	0.2%