How big is Hughes & Coleman PLLC's plan?

Hughes & Coleman PLLC's plan reported $10.5M in assets and 140 participants for 2024.

Original filing (PDF)20250923112055NAL0006769536001

Hughes & Coleman PLLC

Name: Hughes & Coleman PLLC — Hughes & Coleman LLC 401(k), Form 5500 (2024)
Creator: Hughes & Coleman PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hughes & Coleman LLC 401(k) Plan

401(k) retirement plan · Hughes & Coleman PLLC's Hughes & Coleman LLC 401(k) Plan held $10.5M in plan assets for 140 participants in 2024, with Fidelity as recordkeeper.

Active participants

140

Accounts w/ balance

112

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Brian Fisher signed Hughes & Coleman PLLC's 2024 Form 5500 as plan administrator.

Brian Fisher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hughes & Coleman PLLC's EIN is 27-4392229.

EIN 27-4392229

Plan number 001

Plan year 2024

ACK ID 20250923112055NAL0006769536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hughes & Coleman PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hughes & Coleman PLLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUGHES & COLEMAN PLLC.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

HUGHES & COLEMAN PLLC

EIN

all filings

Address

1256 CAMPBELL LANE · SUITE 201 · BOWLING GREEN, KY · 42104

Phone

(270) 782-0685

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS RETIREMENT PLAN	35-2467663	—	ADVISOR	$31K	—

Investments

28 direct securities· $10.0M(95% of reported assets)

Mutual Funds

$9.1M

16 holdings

Common Collective Trusts

$655K

9 holdings

Bonds / Notes

$179K

1 holding

Other securities

$29K

1 holding

Stable Value

$20K

1 holding

					% of plan
Fidelity Mutual Fund - Fidelity Freedom Index 2045 Fund Investor Class	Mutual Funds	—	—	$1.9M	18.0%
Fidelity Mutual Fund - Fidelity Freedom Index 2050 Fund Investor Class	Mutual Funds	—	—	$1.6M	15.3%
Fidelity Mutual Fund - Fidelity Freedom Index 2020 Fund Investor Class	Mutual Funds	—	—	$1.2M	11.8%
Fidelity Mutual Fund - Fidelity Freedom Index 2030 Fund Investor Class	Mutual Funds	—	—	$1.0M	10.0%
Fidelity Mutual Fund - Fidelity Freedom Index 2035 Fund Investor Class	Mutual Funds	—	—	$1.0M	9.7%
Fidelity Mutual Fund - Fidelity Freedom Index 2055 Fund Investor Class	Mutual Funds	—	—	$646K	6.2%
Fidelity Mutual Fund - Fidelity Freedom Index 2040 Fund Investor Class	Mutual Funds	—	—	$340K	3.2%
Fidelity Mutual Fund - Fidelity Freedom Index 2015 Fund Investor Class	Mutual Funds	—	—	$327K	3.1%
Fidelity Mutual Fund - Fidelity Freedom Index 2010 Fund Investor Class	Mutual Funds	—	—	$289K	2.8%
Fidelity Mutual Fund - Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$244K	2.3%
Fidelity Mutual Fund - Fidelity Freedom Index 2025 Fund Investor Class	Mutual Funds	—	—	$211K	2.0%
Fidelity Mutual Fund - Fidelity Freedom Index Income Fund Investor Class	Mutual Funds	—	—	$186K	1.8%
Fidelity Mutual Fund - Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$185K	1.8%
Notes receivable from participants, interest rates at 4.25% - 9.50% with maturities through May 2043 -0-	Bonds / Notes	—	—	$179K	1.7%
Fidelity Mutual Fund - Fidelity 500 Index Fund	Common Collective Trusts	—	—	$151K	1.4%
Fidelity Mutual Fund - Fidelity Freedom Index 2060 Fund Investor Class	Mutual Funds	—	—	$76K	0.7%
iShares Mutual Fund - iShares MSCI EAFE International Index Fund Class K	Common Collective Trusts	—	—	$71K	0.7%
Fidelity Mutual Fund - Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$43K	0.4%
iShares Mutual Fund - iShares Russell 2000 Small Cap Index Fund Class K	Common Collective Trusts	—	—	$43K	0.4%
Fidelity Mutual Fund - Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$43K	0.4%
Fidelity Mutual Fund - Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$33K	0.3%
JP Morgan Mutual Fund - JPMorgan Corporate Bond Fund Class R6	Other securities	—	—	$29K	0.3%
Fidelity Mutual Fund - Fidelity Freedom Index 2065 Fund Investor Class	Mutual Funds	—	—	$23K	0.2%
Fidelity Mutual Fund - Fidelity Interm Trs Bd Index	Mutual Funds	—	—	$23K	0.2%
Lincoln Stable Value Account - Lincoln Stable Value Fund	Stable Value	—	—	$20K	0.2%
Fidelity Mutual Fund - Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$15K	0.1%
American Funds Mutual Fund - American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$15K	0.1%
Fidelity Mutual Fund - Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$12K	0.1%