Original filing (PDF)20250522111012NAL0004457840001

MONTEFIORE CEMETERY CORPORATION

Name: MONTEFIORE CEMETERY CORPORATION — SALARIED EMPLOYEES' 401(K) RETIREMENT PLAN OF MONTEFIORE CEMETERY CORPORATION, Form 5500 (2023)
Creator: MONTEFIORE CEMETERY CORPORATION

Form 5500-SF

FILING_RECEIVED

SALARIED EMPLOYEES' 401(K) RETIREMENT PLAN OF MONTEFIORE CEMETERY CORPORATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 MONTEFIORE CEMETERY CORPORATION.

Plan sponsor

Name

MONTEFIORE CEMETERY CORPORATION

EIN

13-1057890

Address

PO BOX 120098 · ST ALBANS, NY · 11412

Phone

(631) 249-7000

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

2023-09-01

Tax period

2024-08-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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