How big is Duggan's Serra Mortuary's plan?

Duggan's Serra Mortuary's plan reported $9.9M in assets and 66 participants for 2024.

Original filing (PDF)20250711153423NAL0004779395001

Duggan's Serra Mortuary

Name: Duggan's Serra Mortuary — Duggan's Serra Mortuary, Form 5500 (2024)
Creator: Duggan's Serra Mortuary
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duggan's Serra Mortuary 401(k) Plan

401(k) retirement plan · Duggan's Serra Mortuary's Duggan's Serra Mortuary 401(k) Plan held $9.9M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Corazon Cruz signed Duggan's Serra Mortuary's 2024 Form 5500 as plan administrator.

Corazon Cruz — 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

Duggan's Serra Mortuary's EIN is 94-1554873.

EIN 94-1554873

Plan number 003

Plan year 2024

ACK ID 20250711153423NAL0004779395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duggan's Serra Mortuary from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duggan's Serra Mortuary's plan includes profit-sharing, ERISA 404(c) participant direction, 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 DUGGAN'S SERRA MORTUARY.

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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