How big is Cunningham-Mountcastle Funeral Home, Inc.'s plan?

Cunningham-Mountcastle Funeral Home, Inc.'s plan reported $2.9M in assets and 20 participants for 2024.

Original filing (PDF)20251003080952NAL0001940512001

Cunningham-Mountcastle Funeral Home, Inc.

Name: Cunningham-Mountcastle Funeral Home, Inc. — Form 5500 Plan 002 (2024)
Creator: Cunningham-Mountcastle Funeral Home, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cunningham-Mountcastle Funeral Home, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Cunningham-Mountcastle Funeral Home, Inc.'s Cunningham-Mountcastle Funeral Home, Inc. 401(k) Profit Sharing Plan held $2.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Cunningham-Mountcastle Funeral Home, Inc.'s EIN is 54-6038819.

EIN 54-6038819

Plan number 002

Plan year 2024

ACK ID 20251003080952NAL0001940512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cunningham-Mountcastle Funeral Home, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cunningham-Mountcastle Funeral Home, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CUNNINGHAM-MOUNTCASTLE FUNERAL HOME, INC.

EIN

all filings

Address

4143 DALE BOULEVARD · DALE CITY, VA · 22193

Phone

(703) 680-1234

Industry

Other Services (ex. Public Admin)

Plan administrator