How big is Perry Funeral Services, Inc.'s plan?

Perry Funeral Services, Inc.'s plan reported $568K in assets and 13 participants for 2024.

Original filing (PDF)20250723070252NAL0009469122001

Perry Funeral Services, Inc.

Name: Perry Funeral Services, Inc. — Perry Funeral, Form 5500 (2024)
Creator: Perry Funeral Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry Funeral Services DBA YAHN and SON 401(k) Plan

401(k) retirement plan · Perry Funeral Services, Inc.'s Perry Funeral Services DBA YAHN and SON 401(k) Plan held $568K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

People on this filing

Laurie Allen signed Perry Funeral Services, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perry Funeral Services, Inc.'s EIN is 47-2848154.

EIN 47-2848154

Plan number 002

Plan year 2024

ACK ID 20250723070252NAL0009469122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perry Funeral Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perry Funeral Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score