· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IVY LAWN MEMORIAL PARK — IVY LAWN MEMORIAL PARK PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930163618NAL0012520993001
IVY LAWN MEMORIAL PARK
Form 5500-SF
FILING_RECEIVED
IVY LAWN MEMORIAL PARK PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
33
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IVY LAWN MEMORIAL PARK
.
Find decision makers
Plan sponsor
Name
IVY LAWN MEMORIAL PARK
EIN
95-0869775
Address
5400 VALENTINE ROAD · VENTURA, CA · 93003
Phone
(805) 642-1055
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
LOCUST VALLEY CEMETERY ASSOCIATION
LOCUST VALLEY CEMETERY ASSOCIATION 401(K) PROFIT SHARING PLAN
$2.4M · 12 participants
LEBANON CEMETERY ASSOCIATION OF QUEENS, INC
LEBANON CEMETERY ASSOCIATION OF QUEENS, INC. EMPLOYEES SAVINGS PLAN
$2.5M · 12 participants
MOUNT HOPE CEMETERY ASSOCIATIO
MOUNT HOPE CEMETERY ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 9 participants
PERRY MOUNT PARK CEMETERY
NAT'L ASSOC OF CEM D/B/A/ CEM ASSOC RET INCOME PLAN FOR EES OF PERRY MOUNT PARK CEM
$2.3M · 7 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MAPLE GROVE CEMETERY ASSOCIATION
MAPLE GROVE CEMETERY ASSOCIATION EMPLOYEES 401(K) PSP
$2.3M · 12 participants
EVERGREEN MEMORIAL GARDENS, INC.
EVERGREEN MEMORIAL GARDENS, INC. PROFIT SHARING PLAN
$2.3M · 21 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
