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Original filing (PDF)20250903160259NAL0026243184001
NEWCOMER FUNERAL SERVICE GROUP, INC.
Form 5500
FILING_RECEIVED
NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
862
Accounts w/ balance
524
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWCOMER FUNERAL SERVICE GROUP, INC..
Plan sponsor
Name
NEWCOMER FUNERAL SERVICE GROUP, INC.
EIN
48-1142399
Address
520 SW 27TH STREET · TOPEKA, KS · 66611
Phone
(785) 233-6655
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
2025-09-03
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY AND MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY DBA MATRIX TRUST C | 75-3182674 | — | CUSTODIAN/RECORDKEEPER | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $54K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER, LLC | 20-4553256 | — | N/A | $38K | — |
| PICKETT, CHANEY, MCMULLEN LLP, CPA | 48-1246310 | — | N/A | $10K | — |
Investments
27 direct securities · 1 pooled fund· $22.4M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.4M
27 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2040 Mutual Fund | — | — | — | $3.4M | 13.9% | |
| American Funds Target Date Retirement 2035 Mutual Fund | — | — | — | $3.3M | 13.5% | |
| American Funds Target Date Retirement 2025 Mutual Fund | — | — | — | $2.2M | 9.0% | |
| American Funds Target Date Retirement 2045 Mutual Fund | — | — | — | $2.2M | 8.9% | |
| Fidelity S&P 500 Index Mutual Fund | — | — | — | $1.9M | 7.9% | |
| American Funds Target Date Retirement 2030 Mutual Fund | — | — | — | $1.9M | 7.7% | |
| American Funds Target Date Retirement 2020 Mutual Fund | — | — | — | $1.2M | 4.7% | |
| American Funds Target Date Retirement 2015 Mutual Fund | — | — | — | $985K | 4.1% | |
| American Funds Target Date Retirement 2055 Mutual Fund | — | — | — | $907K | 3.7% | |
| American Funds Target Date Retirement 2060 Mutual Fund | — | — | — | $747K | 3.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $649K | 2.7% | |
| MFS Growth Mutual Fund | — | — | — | $628K | 2.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $473K | 1.9% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $353K | 1.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $341K | 1.4% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $320K | 1.3% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $210K | 0.9% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $156K | 0.6% | |
| Invesco Discovery Mid Cap Growth Mutual Fund | — | — | — | $143K | 0.6% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $120K | 0.5% | |
| American Funds Target Date Retirement 2065 Mutual Fund | — | — | — | $104K | 0.4% | |
| American Funds New World Mutual Fund | — | — | — | $92K | 0.4% | |
| Victory Sycamore Established Value Mutual Fund | — | — | — | $62K | 0.3% | |
| Undiscovered Managers Behavioral Value Mutual Fund | — | — | — | $62K | 0.3% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $50K | 0.2% | |
| Cohen & Steers Real Estate Mutual Fund | — | — | — | $29K | 0.1% | |
| T. Rowe Price Global Multi-Sector Bond Mutual Fund | — | — | — | $10K | <0.1% | |
| MOMORLEY STABLE VALUE FUND 25 BPS ( UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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