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SHORT FUNERAL HOME — SHORT FUNERAL HOME 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250403090124NAL0016638352001
SHORT FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
SHORT FUNERAL HOME 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHORT FUNERAL HOME
.
Find decision makers
Plan sponsor
Name
SHORT FUNERAL HOME
EIN
51-0244440
Address
13 E GROVE ST · DELMAR, DE · 19940
Phone
(302) 846-2525
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
2025-04-03
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
HARVEY ANDERSON FUNERAL HOME
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$2.1M · 19 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
BAIRD FUNERAL HOME, INC.
BAIRD FUNERAL HOME, INC., 401(K) PROFIT SHARING PLAN
100
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 7 participants
RICHARD J. MODELL FUNERAL HOME & CREMATION
RICHARD J. MODELL FUNERAL HOME 401(K) PLAN AND TRUST
$2.1M · 4 participants
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