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HARVEY ANDERSON FUNERAL HOME — HARVEY ANDERSON FUNERAL HOME SAFE HARBOR 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013143317NAL0002201344001
HARVEY ANDERSON FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
HARVEY ANDERSON FUNERAL HOME SAFE HARBOR 401K PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
8
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
HARVEY ANDERSON FUNERAL HOME
.
Find decision makers
Plan sponsor
Name
HARVEY ANDERSON FUNERAL HOME
EIN
41-0961039
Address
1000 19TH AVENUE SW · WILLMAR, MN · 56201
Phone
(320) 235-0545
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
SHORT FUNERAL HOME
SHORT FUNERAL HOME 401(K) PLAN
$2.1M · 4 participants
DUNLOPE-SHORAC FUNERAL HOME, INC.
DUNLOPE-SHORAC FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN
$2.1M · 7 participants
CLAYBAR FUNERAL HOME, INC.
CLAYBAR FUNERAL HOME 401(K) PLAN
$2.1M · 56 participants
REGER FUNERAL HOME, INC.
REGER FUNERAL HOME, INC. PROFIT SHARING/401K PLAN
$2.1M · 11 participants
RICHARD J. MODELL FUNERAL HOME & CREMATION
RICHARD J. MODELL FUNERAL HOME 401(K) PLAN AND TRUST
65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 4 participants
BAIRD FUNERAL HOME, INC.
BAIRD FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN
$2.1M · 7 participants
Large plans in Minnesota
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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
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TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
