Original filing (PDF)20250703115915NAL0000701841001

ALTA MESA MEMORIAL PARK, ALTA MESA IMPROVEMENT COMPANY

Name: ALTA MESA MEMORIAL PARK, ALTA MESA IMPROVEMENT COMPANY — NATINAL ASSOCIATION OF CEMETERIES D/B/A INTERNATIONAL CEMETERY AND FUNERAL, Form 5500 (2024)
Creator: ALTA MESA MEMORIAL PARK, ALTA MESA IMPROVEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

NATINAL ASSOCIATION OF CEMETERIES D/B/A INTERNATIONAL CEMETERY AND FUNERAL

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 ALTA MESA MEMORIAL PARK, ALTA MESA IMPROVEMENT COMPANY.

Plan sponsor

Name

ALTA MESA MEMORIAL PARK, ALTA MESA IMPROVEMENT COMPANY

EIN

94-0277890

Address

695 ARASTRADERO RD · PALO ALTO, CA · 943063840

Phone

(650) 493-1041

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

2024-05-01

Tax period

2025-04-30

Filed

2025-07-03

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

GREENLAWN FUNERAL HOME, INC

GREENLAWN FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN

$5.1M · 56 participants

THE PROPRIETORS OF SWAN POINT CEMETERY

SWAN POINT CEMETERY 401(K) PLAN

$5.2M · 25 participants

MOUNT AUBURN CEMETERY

MOUNT AUBURN CEMETERY 401K PLAN

$5.3M · 98 participants

ROSEDALE AND ROSEHILL CEMETERY ASSOCIATION

ROSEDALE AND ROSEHILL CEMETERY ASSOCIATION PROFIT SHARING PLAN

$4.7M · 56 participants

ELMWIER CEMETERY ASSOCIATION INC