Plan Snapshot
- Plan Sponsor: Hopelink Behavioral Health
- Sponsor EIN: 540880899
- Sponsor Address: 10455 WHITE GRANITE DRIVE, OAKTON, VA, 22124
- Plan Type: 403(b)
- Total Participants: 284
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 284 | $7.3M | $281,511 | $451,924 |
| 2023 | 255 | $6.3M | $238,171 | $388,011 |
| 2022 | 202 | $5.9M | $192,432 | $327,805 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $32,767 | — | $32,767 |
| RENNER & COMPANY, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,767
- Estimated Expense Ratio: 0.447% 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 | $32,767 | — | $32,767 | — | — |
| 2023 | $39,994 | — | $24,881 | $15,113 | — |
| 2022 | $19,477 | $5,000 | $14,477 | — | — |