Plan Snapshot
- Plan Sponsor: Hope International
- Sponsor EIN: 232836648
- Sponsor Address: 227 GRANITE RUN DRIVE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $11.3M | $505,398 | $855,461 |
| 2023 | 183 | $8.5M | $411,909 | $668,810 |
| 2022 | 163 | $6.5M | $360,511 | $506,422 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TAIT WELLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT WELLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,526 | — | $3,526 | — | — |
| 2023 | $1,230 | — | $1,230 | — | — |
| 2022 | $725 | — | $725 | — | — |