Original filing (PDF)20250827074852NAL0009176401001

KEVIN W. DOUGHERTY FUNERAL HOME, INC.

Name: KEVIN W. DOUGHERTY FUNERAL HOME, INC. — KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401K SAVINGS PLAN, Form 5500 (2024)
Creator: KEVIN W. DOUGHERTY FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

Plan health score

Top-tier plan health

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KEVIN W. DOUGHERTY FUNERAL HOME, INC.

EIN

16-1395366

Address

21 BIG TREE STREET · LIVONIA, NY · 14487

Phone

(585) 346-5401

Industry

Other Services (ex. Public Admin)see all

Plan administrator