Plan Snapshot
- Plan Sponsor: Hopephl
- Sponsor EIN: 232017882
- Sponsor Address: 325 N. 39TH STREET, PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 149 | $4.2M | $185,743 | $227,902 |
| 2023 | 145 | $3.6M | $189,825 | $229,010 |
| 2022 | 72 | $3.5M | $100,775 | $180,457 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, 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 | $4,300 | — | $4,300 | — | — |
| 2023 | $3,900 | — | $3,900 | — | — |
| 2022 | $3,286 | — | $3,286 | — | — |