Plan Snapshot
- Plan Sponsor: Hopelink
- Sponsor EIN: 910982116
- Sponsor Address: 8990 154TH AVENUE NE, REDMOND, WA, 98052
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 381 | $15.0M | $608,640 | $1.2M |
| 2023 | 353 | $12.9M | $529,283 | $968,783 |
| 2022 | 361 | $10.7M | $489,201 | $903,598 |
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 |
|---|---|---|---|---|
| CLARK NUBER | Auditor | — | — | $0 |
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 | $94,693 | $20,953 | — | — | — |
| 2023 | $79,235 | $17,054 | — | — | — |
| 2022 | $72,430 | $16,727 | — | — | — |