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EPSTEIN FUNERAL DIRECTORS, INC. — EPSTEIN FUNERAL DIRECTORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250818074334NAL0001001889001
EPSTEIN FUNERAL DIRECTORS, INC.
Form 5500-SF
FILING_RECEIVED
EPSTEIN FUNERAL DIRECTORS RETIREMENT PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
17
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EPSTEIN FUNERAL DIRECTORS, INC.
.
Find decision makers
Plan sponsor
Name
EPSTEIN FUNERAL DIRECTORS, INC.
EIN
31-0947499
Address
126 EAST FRANKLIN AVENUE · MINNEAPOLIS, MN · 554042501
Phone
(612) 871-1231
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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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GODFREY FUNERAL HOMES, INC. 401(K) PLAN
$1.9M · 8 participants
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HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING PLAN & TRUST
$1.9M · 5 participants
STRETCH FUNERAL SERVICE, INC.
STRETCH FUNERAL SERVICE, INC. PROFIT SHARING PLAN
$1.9M · 4 participants
STEUERNOL & MCLAREN FUNERAL HOMES, INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STEUERNOL-MCLAREN FUNERAL HOME, INC. PROFIT SHARING PLAN
$1.9M · 5 participants
FOREST LAWN CEMETERY ASSOCIATION
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$1.9M · 30 participants
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$31.0B
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MASTER SEPARATE ACCOUNT
$29.2B
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TARGET CORPORATION
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