· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DOLAN FUNERAL HOME — DOLAN FUNERAL HOME 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825173925NAL0003999779001
DOLAN FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
DOLAN FUNERAL HOME 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
DOLAN FUNERAL HOME
.
Find decision makers
Plan sponsor
Name
DOLAN FUNERAL HOME
EIN
20-1309803
Address
106 MIDDLESEX STREET · CHELMSFORD, MA · 01869
Phone
(978) 256-4040
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
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
THOMAS & WALTER QUINN FUNERAL HOME
THOMAS & WALTER QUINN INC. 401(K) PROFIT SHARING PLAN
$1.5M · 25 participants
MELANCON FUNERAL HOME, INC.
MELANCON FUNERAL HOME, INC. 401(K) PLAN
$1.5M · 14 participants
E.C. NURRE FUNERAL HOMES, INC.
E.C. NURRE FUNERAL HOMES, INC. 401(K) PLAN
$1.5M · 15 participants
ESTES-LEADLEY FUNERAL HOME
ESTES-LEADLEY FUNERAL HOME 401(K) P/S PLAN
$1.5M · 14 participants
NAY BROTHERS FUNERAL SERVICE, INC.
NAY BROTHERS FUNERAL SERVICE, INC., 401(K) PROFIT SHARING PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
$1.5M · 7 participants
FREESE FUNERAL HOMES, P.C.
FREESE FUNERAL HOMES, PC 401(K) PLAN
$1.5M · 2 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
