· 2022–2024 · DOL EFAST2

Robert M Naugle Mortuaries Inc. — Robert M Naugle, Form 5500 (2024)

Original filing (PDF)20250423220333NAL0006418673065

Robert M Naugle Mortuaries Inc.

Form 5500-SF

FILING_RECEIVED

Robert M Naugle Mortuaries 401(k) Plan

401(k) retirement plan · Robert M Naugle Mortuaries Inc.'s Robert M Naugle Mortuaries 401(k) Plan held $73K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

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

54

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT M NAUGLE MORTUARIES INC.

Plan sponsor

Name

ROBERT M NAUGLE MORTUARIES INC

EIN

59-1102047all filings

Address

1203 HENDRICKS AVE · JACKSONVILLE, FL · 32207

Phone

(904) 396-1611

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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