Original filing (PDF)20250606080320NAL0009761747001

THE EVERGREEN CEMETERY ASSOCIA

Name: THE EVERGREEN CEMETERY ASSOCIA — THE EVERGREEN CEMETERY ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE EVERGREEN CEMETERY ASSOCIA

Form 5500-SF

FILING_RECEIVED

THE EVERGREEN CEMETERY ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EVERGREEN CEMETERY ASSOCIA.

Plan sponsor

Name

THE EVERGREEN CEMETERY ASSOCIA

EIN

22-0898411

Address

65 M LUTHER KING AVE · MORRISTOWN, NJ · 07960

Phone

(973) 538-2111

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

POWER STRATEGIES, INC.

POWER STRATEGIES, INC. 401(K) PLAN

$1.0M · 2 participants

PROGRESSIVE PLANNING LLC

PROGRESSIVE PLANNING LLC 401K PLAN

$1.0M · 5 participants

CAVEONIX INC

CAVEONIX INC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 21 participants

RIVER VALLEY PEDIATRICIANS, INC.

RIVER VALLEY PEDIATRICIANS, INC. 401(K) PLAN

$1.0M · 1 participants

AEIO LLC

AEIO LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 35 participants