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WILLIAM T. MCDONALD INC. — MCDONALD FUNERAL HOME RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013141115NAL0000694435001
WILLIAM T. MCDONALD INC.
Form 5500-SF
FILING_RECEIVED
MCDONALD FUNERAL HOME RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM T. MCDONALD INC.
.
Find decision makers
Plan sponsor
Name
WILLIAM T. MCDONALD INC.
EIN
04-2388692
Address
19 YALE AVENUE · WAKEFIELD, MA · 01880
Phone
(781) 245-3550
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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LANGSFORD FUNERAL HOME, INC.
LANGSFORD FUNERAL HOME, INC. 401K RETIREMENT PLAN
$1.5M · 7 participants
WALTER J MANNING FUNERAL HOME
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BARKES, WEAVER & GLICK FUNERAL HOME, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BARKES, WEAVER & GLICK FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN
$1.5M · 8 participants
FRANKLIN FUNERAL HOME, INC.
FRANKLIN FUNERAL HOME, INC. PENSION PLAN
$1.5M · 4 participants
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