Original filing (PDF)20251006132131NAL0002089347001

WHITE-LUTTRELL FUNERAL HOMES, LTD.

Name: WHITE-LUTTRELL FUNERAL HOMES, LTD. — WHITE-LUTTRELL FUNERAL HOMES, LTD. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WHITE-LUTTRELL FUNERAL HOMES, LTD.

Form 5500-SF

FILING_RECEIVED

WHITE-LUTTRELL FUNERAL HOMES, LTD. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 WHITE-LUTTRELL FUNERAL HOMES, LTD..

Plan sponsor

Name

WHITE-LUTTRELL FUNERAL HOMES, LTD.

EIN

23-2105963

Address

311 N. SWARTHMORE AVENUE · RIDLEY PARK, PA · 19078

Phone

(610) 532-9606

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

WHITE-LUTTRELL FUNERAL HOMES, LTD.

EIN

23-2105963

City

RIDLEY PARK, PA

Phone

(610) 532-9606

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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