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Original filing (PDF)20251014205946NAL0001836499001
FOREST LAWN MEMORIAL-PARK ASSOC
Form 5500
FILING_RECEIVED
FOREST LAWN RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
965
Accounts w/ balance
—
Plan assets (EOY)
$84.7M
Net assets (EOY)
$84.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREST LAWN MEMORIAL-PARK ASSOC.
Plan sponsor
Name
FOREST LAWN MEMORIAL-PARK ASSOC
EIN
95-0743320
Address
1712 S. GLENDALE AVE. · GLENDALE, CA · 91205
Phone
(323) 254-3131
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE FOREST LAWN RETIREMENT PLAN
EIN
95-0743320
City
GLENDALE, CA
Phone
(323) 254-3131
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | 52-1540171 | — | INVESTMENT ADVISOR | $136K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $40K | — |
Investments
37 direct securities · 4 pooled funds· $85.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$83.6M
37 holdings
Common Collective Trust
$1.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Strategic US Equity Trust | — | — | $9.2M | $20.6M | 24.3% | |
| Strategic SPC ALPHA Segregated Portfolio Class R1 | — | — | $9.7M | $17.3M | 20.4% | |
| Strategic Emerging Markets Equity Trust | — | — | $1.1M | $8.6M | 10.1% | |
| Strategic Developed Market EX - US | — | — | $1 | $7.1M | 8.4% | |
| Strategic Global Equity Trust | — | — | $3.8M | $6.7M | 7.9% | |
| Strategic Private Equity Fund V, LP | — | — | $2.5M | $4.0M | 4.8% | |
| Strategic Private Equity Fund IV, LP | — | — | $1 | $2.7M | 3.2% | |
| GoldenTree High Yield Value Fund Offshore (Strategic), Ltd. | — | — | $2.1M | $2.6M | 3.1% | |
| UNITED STATES TREAS BDS DTD 11/15/2022 4% 11-15-2052 | — | — | $2.9M | $2.4M | 2.8% | |
| Northern Institutional Treasury Portfolio - Premier Class | — | — | $1.8M | $1.8M | 2.1% | |
| KKR Global Credit Opportunities Fund (Overseas) L.P. | — | — | $800K | $996K | 1.2% | |
| Ellington Strategic Mortgage Institutional Fund L.P. | — | — | $400K | $716K | 0.8% | |
| Bayview Opportunity Fund Offshore VII, L.P. and Subsidiary | — | — | $556K | $680K | 0.8% | |
| Strategic Buyout Series Fund | — | — | $669K | $658K | 0.8% | |
| LONG CORP COMMINGLED POOL FIDELITY · EIN 20-4659714 / PN 187 | Common Collective Trust | — | — | $652K | 0.8% | |
| Bayview MSR Opportunity Offshore, L.P. | — | — | $499K | $646K | 0.8% | |
| CF FIDELITY LONG CORP COMMINGLED POOL | — | — | $599K | $622K | 0.7% | |
| LONG CREDIT COLLECTIVE TRUST CLASS METLIFE · EIN 46-2596644 / PN 062 | Common Collective Trust | — | $599K | $621K | 0.7% | |
| UNITED STATES OF AMER TREAS BONDS 3% DUE 08-15-2052 | — | — | $601K | $539K | 0.6% | |
| US TREASURY N/B 3.875% 08-15-2034 | — | — | $524K | $520K | 0.6% | |
| ARCM Feeder Fund IV LTD Series A Class I | — | — | $270K | $513K | 0.6% | |
| UNITED STATES OF AMER TREAS BONDS DTD 4.125% 08-15-2053 | — | — | $480K | $491K | 0.6% | |
| Hildene Insurance Holdings, LLC | — | — | $400K | $453K | 0.5% | |
| Bayview Opportunity Offshore VI 2, L.P. | — | — | $260K | $424K | 0.5% | |
| LONG DURATION TOTAL RETURN BOND FUN DOUBLELINE · EIN 90-6169542 / PN 012 | Common Collective Trust | — | $360K | $408K | 0.5% | |
| Deerfield Partners, L.P. | — | — | $352K | $348K | 0.4% | |
| TCW Direct Lending VIII LLC | — | — | $342K | $321K | 0.4% | |
| Hildene Opportunities Offshore Fund LTD Class LT-F | — | — | $190K | $274K | 0.3% | |
| Strategic Buyout Series SBS-2 | — | — | $234K | $256K | 0.3% | |
| Hildene Opportunities Offshore Fund LTD Class LT-E | — | — | $133K | $202K | 0.2% | |
| TCW Direct Lending VII LLC | — | — | $269K | $196K | 0.2% | |
| UNITED STATES TREAS BDS 2.0% DUE 02-15-2052 | — | — | $262K | $182K | 0.2% | |
| UNITED STATES TREAS BDS 1.875% DUE 02-15-2051 | — | — | $298K | $181K | 0.2% | |
| Strategic Buyout Series SBS-3 | — | — | $154K | $165K | 0.2% | |
| Strategic Venture Series Fund | — | — | $163K | $149K | 0.2% | |
| Italian Real Estate Special Situations Feeder Fund II Ltd | — | — | $98K | $142K | 0.2% | |
| Strategic Venture Series SVS-2 | — | — | $91K | $97K | 0.1% | |
| Strategic Venture Series SVS-3 | — | — | $50K | $49K | <0.1% | |
| ARCM Feeder Fund IV LTD CLASS S1 | — | — | $23K | $44K | <0.1% | |
| Deerfield Healthcare Innovations Fund III-A L.P. | — | — | $8K | $8K | <0.1% | |
| U.S. TARGET TREASURY PORTFOLIO CTF GBO · EIN 04-2110724 / PN 051 | Common Collective Trust | — | — | $0 | <0.1% |
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