Michael Smith signed Operation Hope, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operation Hope, Inc.'s EIN is 95-4378084.
Download the official 2024 Form 5500 (PDF) for Operation Hope, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operation Hope, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $813K | 9.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $744K | 8.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $741K | 8.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $681K | 7.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $629K | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $537K | 6.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $535K | 6.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $498K | 5.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $490K | 5.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $386K | 4.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $355K | 4.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $316K | 3.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $303K | 3.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $198K | 2.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $187K | 2.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $174K | 2.0% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $147K | 1.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $131K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $76K | 0.9% | |
| SS SM M CAPEQTY IDX K | Registered Investment Companies | — | — | $69K | 0.8% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $68K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $67K | 0.8% | |
| FRANKLIN GLD & PREC METAL R6 | Registered Investment Companies | — | — | $61K | 0.7% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $51K | 0.6% | |
| BLACKROCK INCOME K | Registered Investment Companies | — | — | $50K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $46K | 0.5% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $37K | 0.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $31K | 0.4% | |
| FID LT TREAS BND INDX | Registered Investment Companies | — | — | $28K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $20K | 0.2% | |
| AMF RET INC PORT - CONS - R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| T ROWE PRICE SHORT TERM BOND I | Registered Investment Companies | — | — | $14K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
