How big is Southern Funeral Group II, LLC's plan?

Southern Funeral Group II, LLC's plan reported $1.1M in assets and 12 participants for 2025.

Original filing (PDF)20260415163809NAL0020127585001

Southern Funeral Group II, LLC

Name: Southern Funeral Group II, LLC — Southern Funeral, Form 5500 (2025)
Creator: Southern Funeral Group II, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Funeral Group II, LLC, 401(k) Profit Sharing Plan

401(k) retirement plan · Southern Funeral Group II, LLC's Southern Funeral Group II, LLC, 401(k) Profit Sharing Plan held $1.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Zachery Woodall signed Southern Funeral Group II, LLC's 2025 Form 5500 as plan administrator.

Zachery Woodall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Funeral Group II, LLC's EIN is 87-1433417.

EIN 87-1433417

Plan number 001

Plan year 2025

ACK ID 20260415163809NAL0020127585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southern Funeral Group II, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southern Funeral Group II, LLC's plan includes profit-sharing, 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 SOUTHERN FUNERAL GROUP II, LLC.

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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

Helping the score