How big is Beaulieu Funeral Home Inc.'s plan?

Beaulieu Funeral Home Inc.'s plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250917151506NAL0001384546002

Beaulieu Funeral Home Inc.

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

Form 5500-SF

FILING_RECEIVED

Beaulieu Funeral Home Inc. Employees Deferred Compensation and Profit Sharing Plan and Trust

401(k) retirement plan · Beaulieu Funeral Home Inc.'s Beaulieu Funeral Home Inc. Employees Deferred Compensation and Profit Sharing Plan and Trust held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Chris Beaulieu signed Beaulieu Funeral Home Inc.'s 2024 Form 5500 as plan administrator.

Chris Beaulieu — 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

Beaulieu Funeral Home Inc.'s EIN is 38-2673768.

EIN 38-2673768

Plan number 001

Plan year 2024

ACK ID 20250917151506NAL0001384546002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beaulieu Funeral Home Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beaulieu Funeral Home Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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