How big is Hopelink's plan?

Hopelink's plan reported $15.0M in assets and 381 participants for 2024.

Original filing (PDF)20250827093624NAL0004919379001

Hopelink

Name: Hopelink — Hopelink 401(k) Plan, Form 5500 (2024)
Creator: Hopelink
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hopelink 401(k) Plan

401(k) retirement plan · Hopelink's Hopelink 401(k) Plan held $15.0M in plan assets for 381 participants in 2024, with Transamerica as recordkeeper.

Active participants

381

Accounts w/ balance

483

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

Amanda Reinhard signed Hopelink's 2024 Form 5500 as plan administrator.

Amanda Reinhard — 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

Hopelink's EIN is 91-0982116.

EIN 91-0982116

Plan number 001

Plan year 2024

ACK ID 20250827093624NAL0004919379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hopelink from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hopelink's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

HOPELINK

EIN

all filings

Address

8990 154TH AVENUE NE · REDMOND, WA · 98052

Phone

(425) 897-3711

Industry

Other Services (ex. Public Admin)

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$74K	—

Advisor / Consultant

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)

Mutual Funds

$11.3M

21 holdings

Common Collective Trusts

$2.3M

2 holdings

Other securities

$917K

6 holdings

Common Stocks

$429K

2 holdings

Stable Value

$406K

1 holding

Cash / Money Market

$53K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$2.3M	15.1%
American Funds 2030 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.7M	11.1%
American Funds 2050 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.6M	10.6%
Vanguard Total Stock Market Index Mutual Fund	Common Collective Trusts	—	—	$1.3M	8.9%
American Funds 2045 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.0M	6.7%
Vanguard Information Tech Idx Adm	Common Collective Trusts	—	—	$957K	6.4%
American Funds 2040 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$947K	6.3%
JPMorgan Lg Cap Gr R6	Other securities	—	—	$707K	4.7%
American Funds 2055 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$669K	4.5%
American Funds 2025 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$577K	3.9%
Vanguard Mid-Cap Value Index Mutual Fund	Mutual Funds	—	—	$428K	2.9%
Transamerica Stable Value Advantage Option Guaranteed Investment Contract	Stable Value	—	—	$406K	2.7%
Transamerica Life Ins Co Transamerica Stbl Val Adv Op	Common Stocks	—	—	$406K	2.7%
American Funds 2020 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$357K	2.4%
American Funds 2060 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$320K	2.1%
Franklin Small-Mid Cap Growth Mutual Fund	Mutual Funds	—	—	$307K	2.1%
Vanguard Small Cap Index Mutual Fund	Mutual Funds	—	—	$209K	1.4%
American Funds 2015 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$175K	1.2%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$164K	1.1%
American Funds EuroPacific Growth Mutual Fund	Mutual Funds	—	—	$138K	0.9%
Vanguard Equity-Income Mutual Fund	Mutual Funds	—	—	$138K	0.9%
American Funds 2065 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$131K	0.9%
PGIM Total Return Bond Mutual Fund	Other securities	—	—	$109K	0.7%
Columbia Small Cap Value Mutual Fund	Other securities	—	—	$76K	0.5%
PIMCO Income Mutual Fund	Mutual Funds	—	—	$68K	0.5%
Vanguard Intermediate-Term Bond Index Mutual Fund	Mutual Funds	—	—	$65K	0.4%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$53K	0.4%
American Funds Small Cap World Mutual Fund	Mutual Funds	—	—	$37K	0.2%
Touchstone Small Company Mutual Fund	Common Stocks	—	—	$23K	0.2%
Franklin Gold and Precious Metals Mutual Fund	Mutual Funds	—	—	$21K	0.1%
T. Rowe Price QM US Small Cap Growth Equity Mutual Fund	Other securities	—	—	$12K	<0.1%
Cohen & Steers Instl Realty Mutual Fund	Other securities	—	—	$8K	<0.1%
PGIM Jennison Natural Resources Mutual Fund	Other securities	—	—	$5K	<0.1%