# Hope Leasing 401(k) Plan
Source: https://planprovider.pro/companies/hope-leasing-401k-plan

> Hope Leasing's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| J BEAVER INVESTMENT ADVISORS|INVESTMENT ADVISOR|$32,572|—|$32,572|

| RETIREBETTER, INC.|RECORDKEEPER/TPA|$18,376|—|$18,376|

| 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](https://planprovider.pro/provider/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:** $50,948

- **Estimated Expense Ratio:** 0.693% of plan assets

### 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|—|—|

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