Original filing (PDF)20250428173415NAL0012329249001

HAFEMEISTER FUNERAL HOME AND CREMATION SERVICE, LLC

Name: HAFEMEISTER FUNERAL HOME AND CREMATION SERVICE, LLC — HAFEMEISTER FUNERAL HOME & CREMATION SERVICE, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HAFEMEISTER FUNERAL HOME AND CREMATION SERVICE, LLC

Form 5500-SF

FILING_RECEIVED

HAFEMEISTER FUNERAL HOME & CREMATION SERVICE, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HAFEMEISTER FUNERAL HOME AND CREMATION SERVICE, LLC.

Plan sponsor

Name

HAFEMEISTER FUNERAL HOME AND CREMATION SERVICE, LLC

EIN

32-0080787

Address

611-613 E. MAIN STREET · P.O. BOX 475 · WATERTOWN, WI · 53094

Phone

(920) 261-2218

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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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