Back to filter
Original filing (PDF)20250924090918NAL0007905728001
MITCHELL-WIEDEFELD FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
MITCHELL-WIEDEFELD/DULANEY VALLEY 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
43
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL-WIEDEFELD FUNERAL HOME.
Plan sponsor
Name
MITCHELL-WIEDEFELD FUNERAL HOME
EIN
52-0417840
Address
6500 YORK ROAD · BALTIMORE, MD · 21212
Phone
(410) 666-0490
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
MICHIGAN MEMORIAL PARK, INC.
MICHIGAN MEMORIAL PARK, INC. 401(K) & PROFIT SHARING PLAN
$6.3M · 47 participants
THE ROSE HILLS FOUNDATION
THE ROSE HILLS FOUNDATION RESTATED 401(K) RETIREMENT PLAN
$6.1M · 7 participants
ELLIOTT MORTUARY INC.
ELLIOTT MORTUARY INC. PROFIT SHARING 401(K) PLAN
$6.0M · 37 participants
CALUMET PARK CEMETERY, INC.
CALUMET PARK CEMETERY, INC. 401(K) RETIREMENT PLAN & TRUST
$6.4M · 36 participants
LAKEWOOD CEMETERY ASSOCIATION
LAKEWOOD CEMETERY ASSOCIATION PENSION PLAN
$6.0M · 24 participants
COLLINS-BURKE FUNERAL HOME, INC.
COLLINS-BURKE FUNERAL HOME, INC. PROFIT SHARING PLAN
$5.9M · 8 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B