· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLASEN-JORDAN MORTUARY, INC. — CLASEN-JORDAN MORTUARY, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250313141231NAL0020957329001
CLASEN-JORDAN MORTUARY, INC.
Form 5500-SF
FILING_RECEIVED
CLASEN-JORDAN MORTUARY, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
CLASEN-JORDAN MORTUARY, INC.
.
Find decision makers
Plan sponsor
Name
CLASEN-JORDAN MORTUARY, INC.
EIN
41-0801247
Address
209 2ND AVENUE NW · AUSTIN, MN · 55912
Phone
(507) 433-5727
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
HARDESTY FUNERAL HOME, P.A.
HARDESTY FUNERAL HOME P.A. 401(K)
$1.1M · 4 participants
HAUGH FUNERAL HOMES, INC.
HAUGH FUNERAL HOMES, INC., 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
HARDER FUNERAL SERVICE, INC.
HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN
$1.1M · 14 participants
COLLINS FUNERAL HOMES, INC.
COLLINS FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 5 participants
WHITNEY & MURPHY FUNERAL HOME LL
WHITNEY & MURPHY FUNERAL HOME
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 25 participants
ROSE & GRAHAM FUNERAL HOME, INC.
ROSE & GRAHAM FUNERAL HOME, INC. 401(K) PLAN
$1.1M · 23 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
