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ALLEN MORTUARY — ALLEN MORTUARY EMPLOYEES SAVINGS TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250530121442NAL0005243331001
ALLEN MORTUARY
Form 5500-SF
FILING_RECEIVED
ALLEN MORTUARY EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
ALLEN MORTUARY
.
Find decision makers
Plan sponsor
Name
ALLEN MORTUARY
EIN
20-3249764
Address
247 N. BROADWAY · TURLOCK, CA · 95380
Phone
(209) 634-5829
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
2025-05-30
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
DENIS S. O'CONNOR, INC.
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$1.6M · 4 participants
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INTELISANO FUNERAL HOME EMPLOYEE PENSION PLAN
$1.6M · 1 participants
RIDLEY MEMORIAL INC
RIDLEY MEMORIAL 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 8 participants
O'HALLORAN AND MURPHY COMPANY
O'HALLORAN AND MURPHY COMPANY 401(K) PROFIT SHARING PLAN
$1.6M · 20 participants
CARLSON FUNERAL SERVICE, INC.
CARLSON FUNERAL SERVICE, INC., PROFIT SHARING PLAN
100
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.
$1.6M · 4 participants
MCSWAIN EVANS FUNERAL HOME, INC.
MCSWAIN EVANS FUNERAL HOME 401(K) PLAN
$1.6M · 14 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
