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Original filing (PDF)20251015110218NAL0002183795002
BANK OF HOPE
Form 5500
FILING_RECEIVED
BANK OF HOPE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,213
Accounts w/ balance
1,788
Plan assets (EOY)
$252.5M
Net assets (EOY)
$252.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANK OF HOPE.
Plan sponsor
Name
BANK OF HOPE
EIN
95-3972168
Address
3200 WILSHIRE BLVD. · SUITE 610 · LOS ANGELES, CA · 90010
Phone
(213) 639-1700
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VASQUEZ & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $151K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VASQUEZ & COMPANY, LLP | 33-0700332 | — | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADISORY | $50K | — |
Investments
32 direct securities· $252.5M(100% of reported assets)
Uncategorized
$251.1M
31 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | — | — | — | $53.5M | 21.2% | |
| MFS Gr R6 | — | — | — | $42.8M | 17.0% | |
| General Account * Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $17.0M | 6.7% | |
| Putnam Lg Cap Val R6 | — | — | — | $14.3M | 5.7% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $12.4M | 4.9% | |
| Vanguard Mid Cap Index Instl | — | — | — | $10.5M | 4.1% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $8.3M | 3.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $8.2M | 3.2% | |
| Massmutual MassMtl Mid Cap Gr I | — | — | — | $7.9M | 3.1% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $7.7M | 3.0% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $6.9M | 2.7% | |
| Victory Sycamore Est Val R6 | — | — | — | $6.5M | 2.6% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $5.0M | 2.0% | |
| Prudential PGIM Total Return Bd R6 | — | — | — | $4.9M | 1.9% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $4.9M | 1.9% | |
| Hartford Intl Opp R6 | — | — | — | $4.6M | 1.8% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $4.5M | 1.8% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $4.1M | 1.6% | |
| Principal High Yield R6 | — | — | — | $4.0M | 1.6% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | — | — | — | $3.7M | 1.5% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $3.2M | 1.3% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $2.8M | 1.1% | |
| Janus Henderson Triton N | — | — | — | $2.7M | 1.1% | |
| Participants Notes receivable, various maturities, interest rates of 4.25% to 9.50%, secured by vested account balances | — | — | — | $2.6M | 1.0% | |
| Principal Real Estate Securities R6 | — | — | — | $2.6M | 1.0% | |
| Invesco Developing Mkts R6 | — | — | — | $1.5M | 0.6% | |
| AB Glbl Bd Z | Mutual Funds | — | — | $1.4M | 0.6% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $1.4M | 0.5% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $971K | 0.4% | |
| Vanguard Target Retrmnt Inc | — | — | — | $795K | 0.3% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $664K | 0.3% | |
| Vanguard Federal Money Market | — | — | — | $334K | 0.1% |