Original filing (PDF)20251229132749NAL0010223267001

FUNERAL DIRECTOR'S VAULT LTD

Name: FUNERAL DIRECTOR'S VAULT LTD — FUNERAL DIRECTOR'S VAULT LTD CBS BENEFIT PLAN, Form 5500 (2024)
Creator: FUNERAL DIRECTOR'S VAULT LTD

Form 5500-SF

FILING_RECEIVED

FUNERAL DIRECTOR'S VAULT LTD CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUNERAL DIRECTOR'S VAULT LTD.

Plan sponsor

Name

FUNERAL DIRECTOR'S VAULT LTD

EIN

61-1122304

Address

817 EAST JEFFERSON STREET · LOUISVILLE, KY · 40206

Phone

(502) 585-4401

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

GARLAND BROS OF SYRACUSE INC

GARLAND BROS OF SYRACUSE INC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 17 participants

AMARE PCS LLC

AMARE PCS LLC 401(K) PLAN

$0 · 12 participants

VOSS & SONS FUNERAL SERVICE, INC.

VOSS & SONS, INC. CASH BALANCE PLAN

INGRAM FUNERAL HOME & CREMATORY,

INGRAM FUNERAL HOME & CREMATORY, INC. 401(K) PROFIT SHARING PLAN

KINCHEN FUNERAL HOME, INC

KINCHEN FUNERAL HOME, INC 401(K) PROFIT SHARING PLAN