Original filing (PDF)20250710104354NAL0003993571001

THE CALVARY CEMETERY ASSOCIATION

Name: THE CALVARY CEMETERY ASSOCIATION — THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN, Form 5500 (2024)
Creator: THE CALVARY CEMETERY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

THE CALVARY CEMETERY ASSOCIATION DEFERRED SAVINGS PLAN

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 CALVARY CEMETERY ASSOCIATION.

Plan sponsor

Name

THE CALVARY CEMETERY ASSOCIATION

EIN

31-0232270

Address

1625 CALVARY DRIVE · DAYTON, OH · 45409

Phone

(937) 293-1221

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

2025-07-10

Pension benefit codes

2J · 401(k) feature

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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