Original filing (PDF)20250627102629NAL0009697297001

CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC.

Name: CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC. — CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC.

Form 5500-SF

FILING_RECEIVED

CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC..

Plan sponsor

Name

CARMICHAEL-WHATLEY FUNERAL DIRECTORS, INC.

EIN

75-1183043all filings

Address

600 N. WARD · PAMPA, TX · 79065

Phone

(806) 665-2323

Industry

Other Services (ex. Public Admin)see all

Plan administrator