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STAUFFER FUNERAL HOMES, P.A. — STAUFFER FUNERAL HOMES, P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250512132611NAL0037951938001
STAUFFER FUNERAL HOMES, P.A.
Form 5500-SF
FILING_RECEIVED
STAUFFER FUNERAL HOMES, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
20
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
86
/ 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
STAUFFER FUNERAL HOMES, P.A.
.
Find decision makers
Plan sponsor
Name
STAUFFER FUNERAL HOMES, P.A.
EIN
52-1442358
Address
1621 OPPOSUMTOWN PIKE · FREDERICK, MD · 21702
Phone
(301) 663-1690
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
2025-05-12
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
JAMES H COLE HOME FOR FUNERALS, INC
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$2.7M · 44 participants
BROWN FUNERAL HOME, INC.
BROWN FUNERAL HOME, INC. PROFIT SHARING PLAN
$2.7M · 6 participants
PERRY-MCSTAY FUNERAL HOME, INC.
PERRY-MCSTAY FUNERAL HOME, INC. 401(K) PLAN
$2.7M · 6 participants
JOHNSON FUNERAL HOME, L.L.C.
JOHNSON FUNERAL HOME, L.L.C. 401(K) PLAN AND TRUST
$2.7M · 36 participants
TOLAND-HERZIG FUNERAL HOMES, INC.
80
Knocking points off
61% balance-to-active ratio — below typical for a healthy 401(k).
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TOLAND-HERZIG FUNERAL HOMES, INC. 401(K) PLAN
$2.7M · 11 participants
LEONARD-MULLER FUNERAL HOME, INC.
LEONARD-MULLER FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN
$2.7M · 6 participants
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