Original filing (PDF)20250623112432NAL0003515619001

FRIEDEL & EDMUNDS INC

Name: FRIEDEL & EDMUNDS INC — FRIEDEL & EDMUNDS FUNERAL HOME 401(K) PLAN, Form 5500 (2024)
Creator: FRIEDEL & EDMUNDS INC

Form 5500-SF

FILING_RECEIVED

FRIEDEL & EDMUNDS FUNERAL HOME 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

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 (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FRIEDEL & EDMUNDS INC

EIN

82-1801519all filings

Address

13 OXFORD ROAD · NEW HARTFORD, NY · 134132638

Phone

(315) 724-6105

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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STEWART FUNERAL HOME, INC.

STEWART FUNERAL HOME, INC. EMPLOYEE'S PROFIT SHARING PLAN

$591K · 18 participants

FOUCHES HUDSON FUNERAL HOME

FOUCHES HUDSON FUNERAL HOME 401(K) PROFIT SHARING PLAN & TRUST

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SCHULTZ FUNERAL HOMES LLC

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CLINKINGBEARD FUNERAL HOMES, INC.

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