# Hopewell INC. 401(k) Plan
Source: https://planprovider.pro/companies/hopewell-inc-042438910-001

> Hopewell INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hopewell INC.

- **Sponsor EIN:** 042438910

- **Sponsor Address:** 3 ALLIED DRIVE, DEDHAM, MA, 02026

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

- **Plan Number:** 001

- **Total Participants:** 106

- **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|106|$9.7M|$384,785|$573,212|

| 2023|104|$8.4M|$364,749|$418,504|

| 2022|117|$7.7M|$370,898|$425,326|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|Investment Advisor|—|$19,480|$19,480|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,480

- **Estimated Expense Ratio:** 0.200% 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|$4,105|—|$3,325|—|—|

| 2023|$3,400|—|$3,400|—|—|

| 2022|$4,750|—|$4,750|—|—|

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