· 2022–2024 · DOL EFAST2

ZEIS MCGREEVEY FUNERAL HOME, INC. — ZEIS MCGREEVEY FUNERAL HOME, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250819141953NAL0004260930001

ZEIS MCGREEVEY FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

ZEIS MCGREEVEY FUNERAL HOME, INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEIS MCGREEVEY FUNERAL HOME, INC..

Plan sponsor

Name

ZEIS MCGREEVEY FUNERAL HOME, INC.

EIN

34-0869606

Address

16105 DETROIT AVE. · LAKEWOOD, OH · 441073714

Phone

(216) 221-0220

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

2025-08-19

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BRATLEY NWI LTD

BRATLEY NWI LTD RETIREMENT PLAN

$849K · 27 participants

HINTON-TURNER FUNERAL HOME, INC.

HINTON-TURNER FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

$847K · 6 participants

SOUTHERN FUNERAL GROUP II, LLC

SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN

$853K · 13 participants

FEERICK FUNERAL DIRECTORS

FEERICK FUNERAL DIRECTORS, INTEGRATED 401(K) PROFIT SHARING PLAN

$844K · 7 participants

DANIEL T. MORRILL FUNERAL HOME, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.