Original filing (PDF)20250220155251NAL0009115456001

HARDER FUNERAL SERVICE, INC.

Name: HARDER FUNERAL SERVICE, INC. — HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARDER FUNERAL SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 HARDER FUNERAL SERVICE, INC..

Plan sponsor

Name

HARDER FUNERAL SERVICE, INC.

EIN

39-1139806

Address

18700 WEST CAPITOL DRIVE · BROOKFIELD, WI · 53005

Phone

(262) 781-8350

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-20

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

HAUGH FUNERAL HOMES, INC.

HAUGH FUNERAL HOMES, INC., 401(K) PROFIT SHARING PLAN

$1.1M · 7 participants

COLLINS FUNERAL HOMES, INC.

COLLINS FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 5 participants

ROSE & GRAHAM FUNERAL HOME, INC.

ROSE & GRAHAM FUNERAL HOME, INC. 401(K) PLAN

$1.1M · 23 participants

CLASEN-JORDAN MORTUARY, INC.

CLASEN-JORDAN MORTUARY, INC. PROFIT SHARING PLAN AND TRUST

$1.1M · 5 participants

HARDESTY FUNERAL HOME, P.A.