Retirement plan

EDWARD F. O'DONNELL FUNERAL HOME, INC.401(K) PLAN AND TRUST

Name: EDWARD F. O'DONNELL FUNERAL HOME, INC. - EDWARD F. O'DONNELL FUNERAL HOME, INC.401(K) PLAN AND TRUST (2024) Form 5500
Creator: EDWARD F. O'DONNELL FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWARD F. O'DONNELL FUNERAL HOME, INC.401(K) PLAN AND TRUST, EDWARD F. O'DONNELL FUNERAL HOME, INC.

EDWARD F. O'DONNELL FUNERAL HOME, INC.EIN 04-2259853Plan #001PY 2024

494 CHESTNUT STREET - SPRINGFIELD, MA 01107413-732-1816

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$653K

+27.3% from 2023

Total participants

0.0% from 2023

Average account balance

$108,802

+27.3% from 2023

Annual return

23.61%

-2.24 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$653K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$109K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$108,802

$88,778+22.6%

$81,844+32.9%

$145,884-25.4%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

23.61%

1033.03%-1009.4pp

778.87%-755.3pp

551.85%-528.2pp

Employer contribution / active EE

$2,738

$3,087-11.3%

$2,916-6.1%

$4,662-41.3%

Participant deferral / active EE

$1,950

$4,648-58.0%

$4,323-54.9%

$6,690-70.9%

Admin fee / account holder

$8,430-100.0%

$7,355-100.0%

$13,392-100.0%

EDWARD F. O'DONNELL FUNERAL HOME, INC.401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDWARD F. O'DONNELL FUNERAL HOME, INC.401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion