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ROPER FUNERAL SERVICES, LLC — ROPER FUNERAL SERVICES, LLC PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250904130024NAL0016147745001
ROPER FUNERAL SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
ROPER FUNERAL SERVICES, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
7
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROPER FUNERAL SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
ROPER FUNERAL SERVICES, LLC
EIN
88-2838772
Address
1428 PATTON AVE · ASHEVILLE, NC · 288061722
Phone
(828) 254-3511
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-28
Tax period
2024-12-27
Filed
2025-09-04
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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
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Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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