Hurley and David, Inc.'s EIN is 04-2272686.
Download the official 2023 Form 5500 (PDF) for Hurley and David, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hurley and David, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. DBA INDEPENDENT | — | TAMPA, FL |
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.
| % 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 | — |
| INVESTMENT ADVISOR |
| $1K |
| — |
| RESOURCES INVESTMENT ADVISORS LLC | — | LEAWOOD, KS | INVESTMENT ADVISOR | $531 | — |
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $325 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SVCS INSURANCE AGENCY | — | WEEHAWKEN, NJ | BROKER/ ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC. | — | CLEARWATER, FL | CONTRACT ADMIN | $4K | — |
