· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MINNESOTA VALLEY FUNERAL HOME — MINNESOTA VALLEY FUNERAL HOME MONEY PURCHASE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930081845NAL0019059330001
MINNESOTA VALLEY FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
MINNESOTA VALLEY FUNERAL HOME MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MINNESOTA VALLEY FUNERAL HOME
.
Find decision makers
Plan sponsor
Name
MINNESOTA VALLEY FUNERAL HOME
EIN
41-0419075
Address
PO BOX 393 · NEW ULM, MN · 560730393
Phone
(507) 354-2312
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
2025-09-30
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
YANDA & SON FUNERAL HOME & CREMATION SERVICE
YANDA AND SON FUNERAL HOME, INC 401(K) PLAN
$1.2M · 4 participants
DICKINSON SERVICES COMPANY, LTD.
DICKINSON SERVICES COMPANY, LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST
$1.2M · 5 participants
JAMISON-SCHMITZ FUNERAL HOMES, INC.
JAMISON-SCHMITZ FUNERAL HOMES PROFIT SHARING PLAN
$1.2M · 5 participants
BANKS & BEALS, PC
BANKS & BEALS, PC, PROFIT SHARING PLAN
$1.2M · 4 participants
BARBOT FUNERAL HOMES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
BARBOT FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 4 participants
KUNCL FUNERAL HOME, INC.
KUNCL FUNERAL HOME, INC. SAFE HARBOR 401(K) PLAN
$1.2M · 4 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
