# Hopewell Fund 401(k) Plan
Source: https://planprovider.pro/companies/hopewell-fund-401k-plan

> Hopewell Fund's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hopewell Fund

- **Sponsor EIN:** 473681860

- **Sponsor Address:** 1828 L STREET NW SUITE 300-D, WASHINGTON, DC, 20036

- **Plan Type:** 401(k)

- **Total Participants:** 100

- **Total Assets:** $9.7M

## 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|100|$9.7M|$922,191|$1.3M|

| 2023|117|$8.0M|$826,394|$1.2M|

| 2022|106|$5.2M|$684,310|$902,336|

## 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|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — 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|$33,028|$13,511|—|—|—|

| 2023|$21,142|$8,240|—|—|—|

| 2022|$18,924|—|$18,924|—|—|

## Similar Plans

- [Society For Science & The Public](https://planprovider.pro/companies/society-for-science-the-public-403b-plan) — 101 participants

- [National Association Of Student Personnel Administrators, INC.](https://planprovider.pro/companies/national-association-of-student-personnel-administrators-inc-plan) — 101 participants

- [American Farm Bureau Federation](https://planprovider.pro/companies/american-farm-bureau-federation-401k-plan-001) — 99 participants

- [Family Research Council](https://planprovider.pro/companies/family-research-council-403b-plan) — 101 participants

- [American Farm Bureau Federation](https://planprovider.pro/companies/american-farm-bureau-federation-401k-plan-002) — 99 participants

- [National Retail Federation](https://planprovider.pro/companies/national-retail-federation-401k-plan) — 102 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hopewell-fund-401k-plan)

© 2026 PlanProvider.Pro