Back to filter
Original filing (PDF)20251015163034NAL0005131505001
HOPPER (USA), INC.
Form 5500
FILING_RECEIVED
HOPPER 401(K) PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
242
Accounts w/ balance
406
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2055 Trgt Date Retire R6 Mutual Fund n/a" is 37% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOPPER (USA), INC..
Plan sponsor
Name
HOPPER (USA), INC.
EIN
99-0368301
Address
265 FRANKLIN STREET · SUITE 1702 · BOSTON, MA · 02110
Phone
(514) 276-0760
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $53K | — |
| COMPASS 360, LLC | 81-1939215 | STRATHAM, NH | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
37 direct securities· $17.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $6.5M | 36.8% | |
| Fidelity 500 Index Mutual Fund n/a | — | — | — | $2.1M | 12.1% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $2.1M | 12.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $1.8M | 10.2% | |
| JPMorgan Large Cap Growth R6 Mutual Fund n/a | — | — | — | $1.1M | 6.3% | |
| Vanguard Equity-Income Adm Mutual Fund n/a | — | — | — | $505K | 2.9% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $481K | 2.7% | |
| MFS International Diversification R6 Mutual Fund n/a | — | — | — | $413K | 2.4% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $292K | 1.7% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $288K | 1.6% | |
| Vanguard Explorer Adm Mutual Fund n/a | — | — | — | $273K | 1.6% | |
| Vanguard Mid Cap Index Adm Mutual Fund n/a | — | — | — | $260K | 1.5% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund n/a | — | — | — | $159K | 0.9% | |
| Vanguard Small Cap Index Adm Mutual Fund n/a | — | — | — | $155K | 0.9% | |
| American Funds New Perspective R6 Mutual Fund n/a | — | — | — | $144K | 0.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund n/a | — | — | — | $111K | 0.6% | |
| Transamerica Stable Value Ascend Option Fixed Account n/a | — | — | — | $110K | 0.6% | |
| Vanguard Balanced Index Adm Mutual Fund n/a | — | — | — | $108K | 0.6% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund n/a | — | — | — | $104K | 0.6% | |
| DFA US Targeted Value I Mutual Fund n/a | — | — | — | $98K | 0.6% | |
| Notes receivable from participants Loans (interest rates of 9.50% to - | — | — | — | $88K | 0.5% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $77K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $74K | 0.4% | |
| Vanguard Lifestrategy Growth Inv Mutual Fund n/a | — | — | — | $60K | 0.3% | |
| PIMCO Income Instl Mutual Fund n/a | — | — | — | $45K | 0.3% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund n/a | — | — | — | $37K | 0.2% | |
| BlackRock High Yield Portfolio K Mutual Fund n/a | — | — | — | $34K | 0.2% | |
| American Funds New World R6 Mutual Fund n/a | — | — | — | $22K | 0.1% | |
| American Funds Inflation Linked Bond R-6 Mutual Fund n/a | — | — | — | $14K | <0.1% | |
| Allspring Special Mid Cap Value R6 Mutual Fund n/a | — | — | — | $13K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $12K | <0.1% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $10K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $3K | <0.1% | |
| Vanguard Lifestrategy Moderate Gr Inv Mutual Fund n/a | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Mutual Fund n/a | — | — | — | $2K | <0.1% | |
| Vanguard Lifestrategy Income Inv Mutual Fund n/a | — | — | — | $2K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund n/a | — | — | — | $1K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Admin Support & Waste Mgmt plans
ACADEMIC TRAVEL ABROAD, INC.
ATA, INC. PROFIT SHARING PLAN
$17.2M · 70 participants
NEW WORLD TRAVEL, INC.
NEW WORLD TRAVEL, INC. EMPLOYEE 401(K) PLAN
$18.1M · 38 participants
OMEGA WORLD TRAVEL, INC.
OMEGA WORLD TRAVEL 401(K) SAVINGS PLAN
$16.5M · 276 participants
TRAVEL STORE, INC.
TRAVEL STORE, INC. 401(K) PLAN
$16.3M · 87 participants
BALBOA TRAVEL, INC.
BALBOA TRAVEL, INC. PROFIT SHARING AND 401K PLAN
$16.2M · 102 participants
AAA MINNEAPOLIS
AAA MINNEAPOLIS 401(K) SAVINGS PLAN
$16.1M · 167 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B