· 2022–2024 · DOL EFAST2

CHARLES J OSHEA FUNERAL HOME — CHARLES J. O'SHEA FUNERAL HOME 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)

Original filing (PDF)20260223140032NAL0001066849001

CHARLES J OSHEA FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

CHARLES J. O'SHEA FUNERAL HOME 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Signals · 1

Late filing · 3.2 mo

Active participants

61

Accounts w/ balance

4

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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

87

Total plan cost

n/a

Plan health

43

Vendor & structure

100

Knocking points off

Filed 3.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES J OSHEA FUNERAL HOME.

Plan sponsor

Name

CHARLES J OSHEA FUNERAL HOME

EIN

20-3430704all filings

Address

603 WANTAGH AVENUE · WANTAGH, NY · 11793

Phone

(516) 731-5550

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

2026-02-23

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

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