Back to filter
Original filing (PDF)20250711153423NAL0004779395001
DUGGAN'S SERRA MORTUARY
Form 5500-SF
FILING_RECEIVED
DUGGAN'S SERRA MORTUARY 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
68
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUGGAN'S SERRA MORTUARY.
Plan sponsor
Name
DUGGAN'S SERRA MORTUARY
EIN
94-1554873
Address
500 WESTLAKE AVENUE · DALY CITY, CA · 94014
Phone
(650) 756-4500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
SNYDER FUNERAL HOMES, INC.
SNYDER FUNERAL HOMES, INC. PROFIT SHARING PLAN II
$10.0M · 54 participants
THE DONOHUE FUNERAL HOMES, INC.
THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN
$10.3M · 33 participants
GEORGE RENNER & SONS FUNERAL HOME, INC.
GEORGE RENNER & SONS FUNERAL HOME, INC. 401K PLAN
$9.2M · 12 participants
GUTTERMAN'S INC.
GUTTERMAN'S INC. 401(K) PROFIT SHARING PLAN
$10.7M · 26 participants
FOUNDERS SERVICE CORPORATION
FOUNDERS SERVICE CORPORATION 401(K) PLAN
$8.9M · 78 participants
LINDQUIST MORTUARIES
LINDQUIST MORTUARIES 401(K) PROFIT SHARING PLAN
$10.9M · 61 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B