Original filing (PDF)20250228073902NAL0001044080001

TUFTS-SCHILDMEYER FAMILY FUNERAL HOME

Name: TUFTS-SCHILDMEYER FAMILY FUNERAL HOME — TUFTS-SCHILDMEYER FAMILY FUNERAL HOME 401K SAVINGS PLAN, Form 5500 (2024)
Creator: TUFTS-SCHILDMEYER FAMILY FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

TUFTS-SCHILDMEYER FAMILY FUNERAL HOME 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 TUFTS-SCHILDMEYER FAMILY FUNERAL HOME.

Plan sponsor

Name

TUFTS-SCHILDMEYER FAMILY FUNERAL HOME

EIN

31-0921087

Address

129 N. RIVERSIDE AVE. · LOVELAND, OH · 451402344

Phone

(513) 683-2430

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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