Plan Ledger DOL Form 5500 · updated monthly

Hopewell Fund401(k)

HOPEWELL FUND 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Hopewell Fund reported $33,028 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $9,222 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (447th of 618), and 1,687th of 3,341 in other services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,676,603
Participants with balances199
Active participants100
Employer contributions$922,191
Employee contributions$1,316,644
Employer contribution per active participant$9,222
Average account balance$48,626
Benefits paid to participants$2,062,607
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 199 accts · $922K emplr
2023$8.0M · 196 accts · $826K emplr
2022$5.2M · 167 accts · $684K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,517
Investment management$13,511
Total administrative$33,028
The Hopewell Fund 401(k) match · 2024
Employer contribution per active participant$9,222
Median for plans this size$1,313
2024$9,222 per active participant
2023$7,063 per active participant
2022$6,456 per active participant

Hopewell Fund's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THREE BELL CAPITAL LLC · Investment advisory (plan)$13,511

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$33,028 · 0.37%
2023$21,142 · 0.32%
2022$18,924 · 0.39%
Same employer
Similar plansOther Services · District of Columbia
Parking Management, Inc. DC$10.4M · 1.27%
Dccc DC$9.9M · 0.73%
National Quality Forum DC$9.7M · 0.06%
First Book DC$9.1M · 0.44%
America Votes, Inc. DC$8.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473681860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.