Back to filter
Original filing (PDF)20250923112055NAL0006769536001
HUGHES & COLEMAN PLLC
Form 5500
FILING_RECEIVED
HUGHES & COLEMAN LLC 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
112
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUGHES & COLEMAN PLLC.
Plan sponsor
Name
HUGHES & COLEMAN PLLC
EIN
27-4392229
Address
1256 CAMPBELL LANE · SUITE 201 · BOWLING GREEN, KY · 42104
Phone
(270) 782-0685
Industry
Law Offices· Professional & Technical Servicessee all
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEMING, MALONE, LIVESAY & OSTROFF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $31K | — |
Investments
29 direct securities· $10.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mutual Fund - Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $1.9M | 18.0% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $1.6M | 15.3% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $1.2M | 11.8% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $1.0M | 10.0% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $1.0M | 9.7% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $646K | 6.2% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $340K | 3.2% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2015 Fund Investor Class | — | — | — | $327K | 3.1% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2010 Fund Investor Class | — | — | — | $289K | 2.8% | |
| Fidelity Mutual Fund - Fidelity Large Cap Growth Index Fund | — | — | — | $244K | 2.3% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $211K | 2.0% | |
| Fidelity Mutual Fund - Fidelity Freedom Index Income Fund Investor Class | — | — | — | $186K | 1.8% | |
| Fidelity Mutual Fund - Fidelity Government Money Market Fund Class K6 | — | — | — | $185K | 1.8% | |
| Notes receivable from participants, interest rates at 4.25% - 9.50% with maturities through May 2043 -0- | — | — | — | $179K | 1.7% | |
| Fidelity Mutual Fund - Fidelity 500 Index Fund | — | — | — | $151K | 1.4% | |
| similar party collateral, par, or maturity value Cost** Value * Fidelity Mutual Fund - Fidelity U.S. Bond Index Fund | — | — | — | $137K | 1.3% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $76K | 0.7% | |
| iShares Mutual Fund - iShares MSCI EAFE International Index Fund Class K | — | — | — | $71K | 0.7% | |
| Fidelity Mutual Fund - Fidelity Emerging Markets Index Fund | — | — | — | $43K | 0.4% | |
| iShares Mutual Fund - iShares Russell 2000 Small Cap Index Fund Class K | — | — | — | $43K | 0.4% | |
| Fidelity Mutual Fund - Fidelity Mid Cap Index Fund | — | — | — | $43K | 0.4% | |
| Fidelity Mutual Fund - Fidelity Large Cap Value Index Fund | — | — | — | $33K | 0.3% | |
| JP Morgan Mutual Fund - JPMorgan Corporate Bond Fund Class R6 | — | — | — | $29K | 0.3% | |
| Fidelity Mutual Fund - Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $23K | 0.2% | |
| Fidelity Mutual Fund - Fidelity Interm Trs Bd Index | — | — | — | $23K | 0.2% | |
| Lincoln Stable Value Account - Lincoln Stable Value Fund | — | — | — | $20K | 0.2% | |
| Fidelity Mutual Fund - Fidelity Inflation Protected Bond Index Fund | — | — | — | $15K | 0.1% | |
| American Funds Mutual Fund - American Funds New Perspective Fund Class R-6 | — | — | — | $15K | 0.1% | |
| Fidelity Mutual Fund - Fidelity Real Estate Index Fund | — | — | — | $12K | 0.1% |