How big is Memorial Plan, Inc.'s plan?

Memorial Plan, Inc.'s plan reported $61K in assets and 14 participants for 2024.

Original filing (PDF)20251008122544NAL0003276131001

Memorial Plan, Inc.

Name: Memorial Plan, Inc. — Memorial Plan, Inc. 401(k), Form 5500 (2024)
Creator: Memorial Plan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Memorial Plan, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Memorial Plan, Inc.'s Memorial Plan, Inc. 401(k) Profit Sharing Plan held $61K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan identifiers

Memorial Plan, Inc.'s EIN is 20-1705569.

EIN 20-1705569

Plan number 001

Plan year 2024

ACK ID 20251008122544NAL0003276131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Memorial Plan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Memorial Plan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score