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NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY — NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250707100001NAL0001521091001
NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY
Form 5500-SF
FILING_RECEIVED
NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
4
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY
.
Find decision makers
Plan sponsor
Name
NICHOLAS F. COGNETTA FUNERAL HOME & CREMATORY
EIN
06-1506231
Address
17 HOYT ST · STAMFORD, CT · 069055602
Phone
(203) 325-9771
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
2025-07-07
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
DONALD E. LEWIS FUNERAL HOME, INC.
DONALD E. LEWIS FUNERAL HOME, INC. PROFIT SHARING PLAN
$1.0M · 4 participants
JOHN VINCENT SCALIA HOME FOR FUNERALS, INC.
JOHN VINCENT SCALIA HOME FOR FUNERALS, INC. 401(K) PLAN
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SUCHON FUNERAL HOME & CREMATION SERVICES
SUCHON FUNERAL HOME RETIREMENT PLAN
$1.0M · 4 participants
JACKSON FUNERAL HOMES, INC.
JOE JACKSON HEIGHTS FUNERAL CHAPELS RETIREMENT SAVINGS PLAN
$1.0M · 12 participants
JERSEY MEMORIAL GROUP, LLC
65
Knocking points off
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JERSEY MEMORIAL GROUP 401(K) PLAN
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MCALISTER-SMITH FUNERAL HOME 401(K) PROFIT SHARING PLAN
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