Department of Labor filing

HURLEY FINANCIAL GROUP, INC.

HURLEY FINANCIAL GROUP, INC. 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received May 12, 2026Verified current terms Not available

Plan summary

The numbers that matter first

73Strong plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers79/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

$8,308 was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expensesNot comparable

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers$8,308

Up 0.0% over the filing history shown.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions79th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, HURLEY FINANCIAL GROUP, INC. reported $41,541 in employer contributions across this plan, or $8,308 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating5

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$41,541
$8,308 per active participant
Participant contributions
$22,662
Other contributions
$13,374
Amounts not classified as employer or participant contributions
Employer share of contributions
53.5%
Active participants
5
Small plan
Total participants
5
5 at the beginning of the year
Ending assets
$84,172
$16,834 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$84,172
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$84,172
Total expenses
$0
Administrative expenses
Not reported
Not reported per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$8,308
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$84,172
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$8,308584.2K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
208760007-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2025
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K3D

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260512090842NAL0008008784001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗