Original filing (PDF)20240306151111NAL0013890195001

ROBERT G. HURLEY, CFP

Name: ROBERT G. HURLEY, CFP — R. G. HURLEY & ASSOCIATES, INC. 401K PLAN, Form 5500 (2023)
Creator: ROBERT G. HURLEY, CFP

Form 5500-SF

FILING_RECEIVED

R. G. HURLEY & ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT G. HURLEY, CFP.

Plan sponsor

Name

ROBERT G. HURLEY, CFP

EIN

84-2573271

Address

4625 FREEDOM WAY · CENTER VALLEY, PA · 18034

Phone

(973) 227-6006

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TYLER TCM INVESTMENTS, LLC

TRINITY CAPITAL MANAGEMENT 401(K) PLAN

$1.4M · 6 participants

RIVERTAN FINANCIAL GROUP, LLC

RIVERTAN FINANCIAL GROUP, LLC 401(K) PLAN

$1.4M · 5 participants

CONCIERGE BENEFIT SERVICES, L.LC.

CONCIERGE 401(K) PLAN

$1.4M · 31 participants

WEALTH PLANNING GROUP

WEALTH PLANNING GROUP 401(K) PROFIT SHARING PLAN

$1.4M · 5 participants

BLASER INVESTMENT MANAGEMENT GROUP

BLASER INVESTMENT MANAGEMENT GROUP 401K PROFIT SHARING PLAN