· 2022–2024 · DOL EFAST2

ERICKSON FUNERAL HOME, LTD. — ERICKSON FUNERAL HOME, LTD., INTEGRATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250307114607NAL0019581264001

ERICKSON FUNERAL HOME, LTD.

Form 5500-SF

FILING_RECEIVED

ERICKSON FUNERAL HOME, LTD., INTEGRATED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$907K

Net assets (EOY)

$907K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ERICKSON FUNERAL HOME, LTD.

EIN

39-1600509

Address

508 PARK PLACE · DARLINGTON, WI · 535301313

Phone

(608) 776-3542

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

2025-03-07

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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