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Sponsor portfolio

HOPES COMMUNITY ACTION

EIN 22-1801849-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$5.3M assets
Welfare
1
$2.3M premiums
Participants
575
301 GARDEN STREET - HOBOKEN, NJ 07030201-683-2756hopes.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$5.2M - 394 part#002ProfitSharing-$104K - 21 part#501Fully Insured-$2.3M - 159 lives

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 415 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SHELTERED ANNUITY PLAN (#001)98%
  • PARTNERSHIP, INCORPORATED PENS... (#002)2%
Total $5.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • MUTUAL OF AMERICA SEC. CORP LLC98%
  • (Not disclosed)2%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#001)394
  • PARTNERSHIP, INCORPORATED PENS... (#002)21
Total 415Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$462K
  • Dental$75K
Total $2.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HORIZON HEALTHCARE SERVICES, INC.100%
Total $2.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $80K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED TAX SHELTERED ANNUITY PLAN

401k

Assets$5.2M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED PENSION PLAN

ProfitSharing

Assets$104K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPES CAP HEALTH PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$2.3M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED TAX SHELTERED ANNUITY PLAN401k$5.2M3942025
002HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED PENSION PLANProfitSharing$104K212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPES CAP HEALTH PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$2.3M1592025
Retirement plans
Welfare plans
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