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Original filing (PDF)20250827093624NAL0004919379001
HOPELINK
Form 5500
FILING_RECEIVED
HOPELINK 401(K) PLAN
401(k) retirement plan
Active participants
381
Accounts w/ balance
483
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 118% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPELINK.
Plan sponsor
Name
HOPELINK
EIN
91-0982116
Address
8990 154TH AVENUE NE · REDMOND, WA · 98052
Phone
(425) 897-3711
Industry
Other Services (ex. Public Admin)see 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
2025-08-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISORY | $21K | — |
Investments
33 direct securities· $15.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Mutual Fund | — | — | — | $2.3M | 15.1% | |
| American Funds 2030 Target Date Retirement Mutual Fund | — | — | — | $1.7M | 11.1% | |
| American Funds 2050 Target Date Retirement Mutual Fund | — | — | — | $1.6M | 10.6% | |
| Vanguard Total Stock Market Index Mutual Fund | — | — | — | $1.3M | 8.9% | |
| American Funds 2045 Target Date Retirement Mutual Fund | — | — | — | $1.0M | 6.7% | |
| Vanguard Information Tech Idx Adm | — | — | — | $957K | 6.4% | |
| American Funds 2040 Target Date Retirement Mutual Fund | — | — | — | $947K | 6.3% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $707K | 4.7% | |
| American Funds 2055 Target Date Retirement Mutual Fund | — | — | — | $669K | 4.5% | |
| American Funds 2025 Target Date Retirement Mutual Fund | — | — | — | $577K | 3.9% | |
| Vanguard Mid-Cap Value Index Mutual Fund | — | — | — | $428K | 2.9% | |
| Transamerica Stable Value Advantage Option Guaranteed Investment Contract | — | — | — | $406K | 2.7% | |
| Transamerica Life Ins Co Transamerica Stbl Val Adv Op | — | — | — | $406K | 2.7% | |
| American Funds 2020 Target Date Retirement Mutual Fund | — | — | — | $357K | 2.4% | |
| American Funds 2060 Target Date Retirement Mutual Fund | — | — | — | $320K | 2.1% | |
| Franklin Small-Mid Cap Growth Mutual Fund | — | — | — | $307K | 2.1% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $209K | 1.4% | |
| American Funds 2015 Target Date Retirement Mutual Fund | — | — | — | $175K | 1.2% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $164K | 1.1% | |
| American Funds EuroPacific Growth Mutual Fund | — | — | — | $138K | 0.9% | |
| Vanguard Equity-Income Mutual Fund | — | — | — | $138K | 0.9% | |
| American Funds 2065 Target Date Retirement Mutual Fund | — | — | — | $131K | 0.9% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $109K | 0.7% | |
| Columbia Small Cap Value Mutual Fund | — | — | — | $76K | 0.5% | |
| PIMCO Income Mutual Fund | — | — | — | $68K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Mutual Fund | — | — | — | $65K | 0.4% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $53K | 0.4% | |
| American Funds Small Cap World Mutual Fund | — | — | — | $37K | 0.2% | |
| Touchstone Small Company Mutual Fund | — | — | — | $23K | 0.2% | |
| Franklin Gold and Precious Metals Mutual Fund | — | — | — | $21K | 0.1% | |
| T. Rowe Price QM US Small Cap Growth Equity Mutual Fund | — | — | — | $12K | <0.1% | |
| Cohen & Steers Instl Realty Mutual Fund | — | — | — | $8K | <0.1% | |
| PGIM Jennison Natural Resources Mutual Fund | — | — | — | $5K | <0.1% |
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