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Original filing (PDF)20240918115423NAL0004521057001
HURLEY AND DAVID, INC.
Form 5500
FILING_RECEIVED
ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO HURLEY & DAVID, INC.
401(k) retirement plan
Signals · 2
Late filing · 34.1 mo6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 34.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURLEY AND DAVID, INC..
Plan sponsor
Name
HURLEY AND DAVID, INC.
EIN
04-2272686
Address
90 FISK AVENUE · SPRINGFILED, MA · 01109
Phone
(413) 732-3141
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLAN FIDUCIARY SERVICES, INC.
EIN
27-3523833
City
CLEARWATER, FL
Phone
(727) 213-8111
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. DBA INDEPENDENT | — | TAMPA, FL | INVESTMENT ADVISOR | $1K | — |
| RESOURCES INVESTMENT ADVISORS LLC | — | LEAWOOD, KS | INVESTMENT ADVISOR | $531 | — |
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $325 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SVCS INSURANCE AGENCY | — | WEEHAWKEN, NJ | BROKER/ ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC. | — | CLEARWATER, FL | CONTRACT ADMIN | $4K | — |
Investments
9 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTMAN RETIREMENT ADVANTAGE 2025 V PUTMAN INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $0 | — |
| PUTMAN STABLE VALUE FUND PUTMAN INVESTMENT · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT ADVANTAGE MATURIT PUTMAN INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTMAN INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT AVANTAGE 2050 PUTMAN INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT ADVANTAGE 2045 V PUTMAN RETIREMENT · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT ADVANTAGE 2055 V PUTMAN INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT ADVANTAGE 2035 V PUTMAN INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | — |
| PUTMAN RETIREMENT ADVANTAGE 2040 V PUTMAN INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | — |