· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NARDOLILLO FUNERAL HOME, INC. — NARDOLILLO FUNERAL HOME, INC. PROFIT SHARING AND 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630122126NAL0006598947001
NARDOLILLO FUNERAL HOME, INC.
Form 5500-SF
FILING_RECEIVED
NARDOLILLO FUNERAL HOME, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
20
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
NARDOLILLO FUNERAL HOME, INC.
.
Find decision makers
Plan sponsor
Name
NARDOLILLO FUNERAL HOME, INC.
EIN
05-0283446
Address
1278 PARK AVENUE · CRANSTON, RI · 029103021
Phone
(401) 942-1220
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
WILLIAM SNYDER FUNERAL HOME, INC.
WILLIAM SNYDER FUNERAL HOME 401(K) PLAN
$4.2M · 5 participants
SYTSEMA FUNERAL HOMES, INC.
SYTSEMA FUNERAL HOMES INC. 401(K) PS & TRUST
$4.2M · 25 participants
ILES FUNERAL HOMES, INC.
ILES FUNERAL HOMES, INC. SAVINGS PLAN
$4.2M · 59 participants
SAUL FUNERAL HOMES, INC.
SAUL FUNERAL HOMES, INC. 401(K) PLAN
$4.2M · 19 participants
WALKER FUNERAL HOME, INC
WALKER FUNERAL HOME 401(K) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 28 participants
MOTHE FUNERAL HOMES, LLC
MOTHE FUNERAL HOMES, LLC PROFIT SHARING PLAN
$4.2M · 60 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B