Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
CALHOUN FUNERAL HOME LLC
EIN 20-4631075consumer servicesLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
140
23000 ROCKSIDE ROAD - BEDFORD HEIGHTS, OH 44146216-738-0300calhounfuneral.comLinkedIn11-50 employeesconsumer services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 140 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALHOUN FUNERAL HOME LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$3.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALHOUN FUNERAL HOME LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALHOUN FUNERAL HOME LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $3.4M | 66 | 2024 | |
| 001 | CALHOUN FUNERAL HOME LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.5M | 74 | 2024 |
Retirement plans