How big is Loomis Brothers, Inc.'s plan?

Loomis Brothers, Inc.'s plan reported $1.6M in assets and 23 participants for 2024.

Original filing (PDF)20250908080316NAL0019127633001

Loomis Brothers, Inc.

Name: Loomis Brothers, Inc. — Loomis Funeral Home, Inc., Form 5500 (2024)
Creator: Loomis Brothers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loomis Funeral Home, Inc. 401(k) Plan

401(k) retirement plan · Loomis Brothers, Inc.'s Loomis Funeral Home, Inc. 401(k) Plan held $1.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Loomis Brothers, Inc.'s EIN is 59-2840615.

EIN 59-2840615

Plan number 002

Plan year 2024

ACK ID 20250908080316NAL0019127633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loomis Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loomis Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off