Original filing (PDF)20250424082114NAL0015860962001

BAGOZZI TWINS FUNERAL HOME, INC.

Name: BAGOZZI TWINS FUNERAL HOME, INC. — BAGOZZI TWINS FUNERAL HOME, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BAGOZZI TWINS FUNERAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

BAGOZZI TWINS FUNERAL HOME, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAGOZZI TWINS FUNERAL HOME, INC..

Plan sponsor

Name

BAGOZZI TWINS FUNERAL HOME, INC.

EIN

47-5675798

Address

2601 MILTON AVENUE · SOLVAY, NY · 13209

Phone

(315) 468-2431

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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

STURINO FUNERAL HOME

STURINO FUNERAL HOME,401(K)SAVINGS PLAN

$1.8M · 5 participants

HAROLD W. VICK FUNERAL HOME, INC.

HAROLD W. VICK FUNERAL HOME, INC., SIMPLIFIED 401(K) PROFIT SHARING PLAN

$1.9M · 5 participants

BOXWELL BROTHERS FUNERAL HOME, INC.

BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) PLAN

$1.8M · 3 participants

BURKET-TRUBY FUNERAL HOME, INC.

BURKET-TRUBY FUNERAL HOME, INC. PROFIT SHARING PLAN

$1.8M · 3 participants

ROBERSON FUNERAL HOMES, INC.