How big is Friedrich-Jones Funeral Home, Ltd.'s plan?

Friedrich-Jones Funeral Home, Ltd.'s plan reported $7.8M in assets and 7 participants for 2024.

Original filing (PDF)20251006082524NAL0005677872001

Friedrich-Jones Funeral Home, Ltd.

Name: Friedrich-Jones Funeral Home, Ltd. — Friedrich-Jones, Form 5500 (2024)
Creator: Friedrich-Jones Funeral Home, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friedrich-Jones Funeral Home, Ltd. 401(k) Plan

401(k) retirement plan · Friedrich-Jones Funeral Home, Ltd.'s Friedrich-Jones Funeral Home, Ltd. 401(k) Plan held $7.8M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Stephanie Kastelic signed Friedrich-Jones Funeral Home, Ltd.'s 2024 Form 5500 as plan administrator.

Stephanie Kastelic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Friedrich-Jones Funeral Home, Ltd.'s EIN is 36-2998739.

EIN 36-2998739

Plan number 004

Plan year 2024

ACK ID 20251006082524NAL0005677872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friedrich-Jones Funeral Home, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Friedrich-Jones Funeral Home, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score