Original filing (PDF)20260227073343NAL0000113331001

HURLEY PRACTICE

Name: HURLEY PRACTICE — HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN, Form 5500 (2024)
Creator: HURLEY PRACTICE

Form 5500

FILING_RECEIVED

HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

255

Accounts w/ balance

156

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Vendor stack

Participation health

Knocking points off

No recordkeeper disclosed on Schedule C.
61% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (25 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURLEY PRACTICE.

Plan sponsor

Name

HURLEY PRACTICE

EIN

38-3271446

Address

1125 S LINDEN RD STE 210 · FLINT, MI · 485324069

Phone

(810) 262-2160

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

YEO & YEO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES, INC.	59-1237041	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$9K	—

Investments

35 direct securities· $3.6M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
MFS MID-CAP GROWTH R3 FUND	—	—	$0	$435K	11.9%
Prin LifeTime 2060 R5 Fund	—	—	$0	$315K	8.6%
Prin SmallCap Growth I R5 Fund	—	—	$0	$285K	7.8%
Prin LifeTime 2045 R5 Fund	—	—	$0	$223K	6.1%
Prin LifeTime 2055 R5 Fund	—	—	$0	$218K	6.0%
Prin LgCap S&P 500 Idx R5 Fund	—	—	$0	$213K	5.8%
Prin LifeTime 2035 R5 Fund	—	—	$0	$192K	5.3%
Prin Equity Income R5 Fund	—	—	$0	$185K	5.1%
Participant Loans	—	—	$0	$181K	5.0%
Prin LifeTime 2065 R5 Fund	—	—	$0	$158K	4.3%
Prin LifeTime 2040 R5 Fund	—	—	$0	$145K	4.0%
MFS Intl Intrinsic Value R3 Fd	—	—	$0	$142K	3.9%
Prin LifeTime 2050 R5 Fund	—	—	$0	$138K	3.8%
Prin MidCap S&P 400 Idx R5 Fd	—	—	$0	$133K	3.6%
Hartford Strat Income R4 Fund	—	—	$0	$99K	2.7%
AMER FDS SMALLCAP WORLD R3 FD	—	—	$0	$81K	2.2%
ALLSPRING TRSY PL MMKT SVC FD	—	—	$0	$76K	2.1%
MFS Intl Growth R3 Fund	—	—	$0	$68K	1.9%
Macquarie Asset Strategy A Fun	—	—	$0	$54K	1.5%
Victory Sycamore Est Val R Fd	—	—	$0	$36K	1.0%
Prin LifeTime 2025 R5 Fund	—	—	$0	$36K	1.0%
Macquarie Corp Bond A	—	—	$0	$34K	0.9%
Prin LifeTime 2015 R5 Fund	—	—	$0	$29K	0.8%
FIDELITY ADV EQ GROWTH A FUND	—	—	$0	$27K	0.7%
Principal SmallCap R5 Fund	—	—	$0	$17K	0.5%
BlackRock Hlth Sci Op Inv A Fd	—	—	$0	$11K	0.3%
PIMCO GNMA Govt Sec A Fund	—	—	$0	$10K	0.3%
Allspring Prec Metals A	—	—	$0	$8K	0.2%
Prin LifeTime 2030 R5 Fund	—	—	$0	$4K	0.1%
PGIM Global RE A Fund	—	—	$0	$4K	0.1%
BlackRock Tech Opps Inv A Fd	—	—	$0	$4K	0.1%
Prin LifeTime 2020 R5 Fund	—	—	$0	$2K	<0.1%
Principal Capital App R5 Fund	—	—	$0	$265	<0.1%
Prin LifeTime Str Inc R5 Fund	—	—	$0	$235	<0.1%
Prin SmCap S&P 600 Idx R5 Fund	—	—	$0	$15	<0.1%