Assets by plan
Share of aggregate retirement assets
Filings through .
Hurley Financial Group, Inc.
EIN 20-8760007financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Health & Benefits
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HURLEY FINANCIAL GROUP, INC. CASH BALANCE PLAN
Cash balance
Assets$2.7M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HURLEY FINANCIAL GROUP, INC. 401(K) PLAN
401(k)
Assets$84K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HURLEY FINANCIAL GROUP, INC. CASH BALANCE PLAN | Cash balance | $2.7M | 6 | 2024 |
| #003 | HURLEY FINANCIAL GROUP, INC. 401(K) PLAN | 401(k) | $84K | 5 | 2025 |
- #001 · Cash balance · 20246
- #003 · 401(k) · 20255
Retirement plans