Plan Snapshot
- Plan Sponsor: Hope Leasing
- Sponsor EIN: 742431550
- Sponsor Address: 9625 BROADWAY STREET, SAN ANTOIO, TX, 78217
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 179 | $7.4M | $63,639 | $416,774 |
| 2023 | 184 | $6.2M | $146,727 | $381,507 |
| 2022 | 177 | $5.3M | $135,100 | $349,210 |
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 |
|---|---|---|---|---|
| GIBSON RUDDOCK PATTERSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GIBSON RUDDOCK PATTERSON LLC — 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 | $54,814 | $32,572 | $18,476 | — | — |
| 2023 | $42,615 | $26,934 | $15,681 | — | — |
| 2022 | $40,792 | $26,017 | $14,775 | — | — |