Original filing (PDF)20251114142957NAL0002310803001

H. H. ROBERTS MORTUARY, INC.

Name: H. H. ROBERTS MORTUARY, INC. — H. H. ROBERTS MORTUARY, INC. 401(K), Form 5500 (2024)
Creator: H. H. ROBERTS MORTUARY, INC.

Form 5500-SF

FILING_RECEIVED

H. H. ROBERTS MORTUARY, INC. 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 H. H. ROBERTS MORTUARY, INC..

Plan sponsor

Name

H. H. ROBERTS MORTUARY, INC.

EIN

31-0874996

Address

38 S. GETTYSBURG AVENUE · DAYTON, OH · 45417

Phone

(937) 268-6886

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

2024-07-01

Tax period

2025-06-30

Filed

2025-11-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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