· 2022–2024 · DOL EFAST2

EVERGREEN MEMORIAL PARK ASSOCI — EVERGREEN MEMORIAL PARK ASSOCI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20260303130703NAL0001367315001

EVERGREEN MEMORIAL PARK ASSOCI

Form 5500-SF

FILING_RECEIVED

EVERGREEN MEMORIAL PARK ASSOCI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

14

Accounts w/ balance

4

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

86

Total plan cost

n/a

Plan health

47

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERGREEN MEMORIAL PARK ASSOCI.

Plan sponsor

Name

EVERGREEN MEMORIAL PARK ASSOCI

EIN

34-0210384all filings

Address

529 WASHINGTON ST · STE 230 · CHAGRIN FALLS, OH · 44022

Phone

(440) 247-6961

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

2026-03-03

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

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