Assets by plan
Share of aggregate retirement assets
Filings through .
Hall Davis & Sons Funeral Services LLC
EIN 20-1759323individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$467K assets
Health & Benefits
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $467K assets / 27 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HALL DAVIS & SONS FUNERAL SERVICES CASH BALANCE PLAN
Cash balance
Assets$402K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HALL DAVIS & SONS FUNERAL SERVICES 401(K) PLAN
401(k)
Assets$65K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HALL DAVIS & SONS FUNERAL SERVICES CASH BALANCE PLAN | Cash balance | $402K | 13 | 2024 |
| #001 | HALL DAVIS & SONS FUNERAL SERVICES 401(K) PLAN | 401(k) | $65K | 14 | 2024 |
- #002 · Cash balance · 202413
- #001 · 401(k) · 202414
Retirement plans