Original filing (PDF)20250224120143NAL0015916112001

WILLIAM P. SPENCE FUNERAL & CREMATION SERVICES, INC.

Name: WILLIAM P. SPENCE FUNERAL & CREMATION SERVICES, INC. — WILLIAM P. SPENCE FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM P. SPENCE FUNERAL & CREMATION SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM P. SPENCE FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM P. SPENCE FUNERAL & CREMATION SERVICES, INC..

Plan sponsor

Name

WILLIAM P. SPENCE FUNERAL & CREMATION SERVICES, INC.

EIN

20-1492826all filings

Address

40 NORTH CHARLOTTE STREET · MANHEIM, PA · 17545

Phone

(717) 664-2270

Industry

Other Services (ex. Public Admin)see all

Plan administrator