Plan Snapshot
- Plan Sponsor: One Hope United
- Sponsor EIN: 362181967
- Sponsor Address: 333 SOUTH WABASH STREET SUITE 2750, CHICAGO, IL, 60604
- Plan Type: DC
- Total Participants: 818
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 818 | $9.4M | $893,163 | $900,264 |
| 2023 | 797 | $7.5M | $1.1M | $807,776 |
| 2022 | 742 | $5.3M | $0 | $723,306 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $84,926 | — | $84,926 |
| FIFTH THIRD BANK | INVESTMENT ADVISOR | $11,765 | — | $11,765 |
| SASSETTI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SASSETTI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,691
- Estimated Expense Ratio: 1.027% 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 | $96,691 | $11,765 | — | — | — |
| 2023 | $99,127 | $5,841 | — | — | — |
| 2022 | $57,477 | — | $57,477 | — | — |