Original filing (PDF)20260225162323NAL0003459936001

BAIRD FUNERAL HOME, INC.

Name: BAIRD FUNERAL HOME, INC. — BAIRD FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BAIRD FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

BAIRD FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAIRD FUNERAL HOME, INC..

Plan sponsor

Name

BAIRD FUNERAL HOME, INC.

EIN

03-1073518

Address

555 NORTH MARKET STREET · TROY, OH · 45373

Phone

(937) 339-2602

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-25

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

REGER FUNERAL HOME, INC.

REGER FUNERAL HOME, INC. PROFIT SHARING/401K PLAN

$2.1M · 11 participants

MOODY FUNERAL SERVICES, INC.

MOODY FUNERAL SERVICES, INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT PLAN

$2.1M · 49 participants

CLAYTON & MCGIRR FUNERAL HOME

CLAYTON & MCGIRR FUNERAL HOME 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 14 participants

SHORT FUNERAL HOME

SHORT FUNERAL HOME 401(K) PLAN

$2.1M · 4 participants

HARVEY ANDERSON FUNERAL HOME