SOUTHERN HERITAGE MORTUARY & C 401(k) Plan
What public Form 5500 filings show about the SOUTHERN HERITAGE MORTUARY & C 401(k) plan — and how to find and check your own account.
The SOUTHERN HERITAGE MORTUARY & C 401(k) on its latest Form 5500
SOUTHERN HERITAGE MORTUARY & C (EIN 87-4144858) reports SOUTHERN HERITAGE MORTUARY & C 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $15K in plan assets across 24 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SOUTHERN HERITAGE MORTUARY & C filing — schedules, fees, and providers.
Who runs the SOUTHERN HERITAGE MORTUARY & C 401(k)?
SOUTHERN HERITAGE MORTUARY & C’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SOUTHERN HERITAGE MORTUARY & CHR for the recordkeeper’s name and login.
How to check your SOUTHERN HERITAGE MORTUARY & C 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SOUTHERN HERITAGE MORTUARY & C HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).