Retirement plan

HOPE HEALTH SYSTEMS INC. 401K PLAN

Name: HOPE HEALTH SYSTEMS INC. - HOPE HEALTH SYSTEMS INC. 401K PLAN (2025) Form 5500
Creator: HOPE HEALTH SYSTEMS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOPE HEALTH SYSTEMS INC. 401K PLAN, HOPE HEALTH SYSTEMS INC.

HOPE HEALTH SYSTEMS INC.EIN 52-2204645Plan #001PY 2025

6707 WHITESTONE ROAD, SUITE 106 - WOODLAWN, MD 21207443-865-7549hopehealthsystems.comLinkedIn51-200 employeesmental health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.6M

+16.9% from 2024

Total participants

179

-4.3% from 2024

Average account balance

$10,743

+16.9% from 2024

Annual return

15.12%

+6.04 pp from 2024

Benchmarks

See 2,787 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort2,787 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$11K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

153

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$91

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADMIN. GROUP, LLC DBA TAG RESOURCES2 years Service code 15 · EIN 42-1484983	Recordkeeping	$9,375
TRANSAMERICA RETIREMENT SOLUTIONS9 years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399	Recordkeeping	$4,548

Plan features & details

Pension benefit codes2E2J2F2G3D2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$127 / participant

Recordkeeping$14K100.0%

% of EOY assets

0.847%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COULTER & JUSTUS
Auditor EIN: 621532536
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,743

$45,343-76.3%

$150,298-92.9%

$67,986-84.2%

Participation rate

76.4%

51.9%+24.5pp

77.8%-1.4pp

57.2%+19.2pp

Annual return

15.12%

33.28%-18.2pp

62.79%-47.7pp

31.67%-16.5pp

Employer contribution / active EE

$1,462-100.0%

$4,154-100.0%

$2,019-100.0%

Participant deferral / active EE

$1,028

$2,055-50.0%

$5,453-81.1%

$3,358-69.4%

Admin fee / account holder

$91

$2,250-96.0%

$14,116-99.4%

$3,203-97.2%

Provider

Service type

Compensation

ADMIN. GROUP, LLC DBA TAG RESOURCES2 years

Service code 15 · EIN 42-1484983

Recordkeeping

$9,375

TRANSAMERICA RETIREMENT SOLUTIONS9 years

Filed as: TRANSAMERICA FINANCIAL LIFE INS CO

Service code 15 · EIN 36-6071399

Recordkeeping

$4,548

HOPE HEALTH SYSTEMS INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOPE HEALTH SYSTEMS INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion