Hopewest 403(b) Plan
Sponsored by Hopewest · EIN 841207388 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 442
- With balances
- 382
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alpine Trust & Asset Management | Investment advisory (participants), Investment management fees (direct) | $80,378 |
| Bpas | Recordkeeping, Custodial (securities), Trustee (directed) | $47,302 |