Original filing (PDF)20250407103542NAL0018303217001

BLANE GOODMAN FUNERAL SERVICE, LLC

Name: BLANE GOODMAN FUNERAL SERVICE, LLC — BLANE GOODMAN FUNERAL SERVICE, LLC, PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLANE GOODMAN FUNERAL SERVICE, LLC

Form 5500-SF

FILING_RECEIVED

BLANE GOODMAN FUNERAL SERVICE, LLC, PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLANE GOODMAN FUNERAL SERVICE, LLC.

Plan sponsor

Name

BLANE GOODMAN FUNERAL SERVICE, LLC

EIN

04-3686272

Address

10050 NORTH PORT WASHINGTON ROAD · MEQUON, WI · 53092

Phone

(262) 241-4444

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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