· 2022–2024 · DOL EFAST2

LUNDY FUNERAL HOME & CREMATION — LUNDY FUNERAL HOME & CREMATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250501105057NAL0001982019001

LUNDY FUNERAL HOME & CREMATION

Form 5500-SF

FILING_RECEIVED

LUNDY FUNERAL HOME & CREMATION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

22

Accounts w/ balance

7

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

33

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUNDY FUNERAL HOME & CREMATION.

Plan sponsor

Name

LUNDY FUNERAL HOME & CREMATION

EIN

15-0562658all filings

Address

426 STATE ST · CARTHAGE, NY · 136191414

Phone

(315) 493-3710

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

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CORNERSTONE FUNERAL HOME & CREMATORY, LLC

CORNERSTONE FUNERAL HOME & CREMATORY 401(K) PLAN

$70K · 11 participants

FRANKLIN FUNERAL HOME, INC.

FRANKLIN FUNERAL HOME, INC. PROFIT SHARING PLAN

$72K · 5 participants

FUNERAL DECISIONS CO.

FUNERAL DECISIONS 401(K) PLAN

$69K · 3 participants

VETERANS FUNERAL CARE INC.

VETERANS FUNERAL CARE 401(K) PLAN

$72K · 23 participants

MORGAN FUNERAL HOME, INC.

MORGAN FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.