The Hope 401(k) Retirement Savings Plan
Sponsored by Vision For Hope · EIN 384026126 · Plan #002
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 419
- With balances
- 613
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $79,600 |
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $30,000 |
| Empower Advisory Group, Llc | Investment management | $5,254 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $14.6M | 419 | ack 20251015201943NAL0011383378001 |
| 01/01/2021 | $13.1M | 586 | ack 20250417075857NAL0000983825001 |
| 01/01/2020 | $11.6M | 561 | ack 20250417075537NAL0001438512001 |