Original filing (PDF)20250617071944NAL0003306114001

SPIDELL FUNERAL HOMES, INC.

Name: SPIDELL FUNERAL HOMES, INC. — SPIDELL FUNERAL HOMES, INC. RETIREMENT 401(K), Form 5500 (2024)
Creator: SPIDELL FUNERAL HOMES, INC.

Form 5500-SF

FILING_RECEIVED

SPIDELL FUNERAL HOMES, INC. RETIREMENT 401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIDELL FUNERAL HOMES, INC..

Plan sponsor

Name

SPIDELL FUNERAL HOMES, INC.

EIN

20-4385083all filings

Address

PO BOX 257 · MT. EATON, OH · 44659

Phone

(330) 359-5252

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

2024-03-01

Tax period

2025-02-28

Filed

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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