Original filing (PDF)20250717131835NAL0000342513018

MCCALEB TRUST, L.L.C.

Name: MCCALEB TRUST, L.L.C. — MCCALEB FUNERAL HOME RETIREMENT PLAN, Form 5500 (2024)
Creator: MCCALEB TRUST, L.L.C.

Form 5500-SF

FILING_RECEIVED

MCCALEB FUNERAL HOME RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

Plan health score

Above-average plan

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCALEB TRUST, L.L.C..

Plan sponsor

Name

MCCALEB TRUST, L.L.C.

EIN

46-3959944all filings

Address

900 W. 4TH ST · WESLACO, TX · 78596

Phone

(956) 968-7533

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

2025-07-17

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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