Retirement plan

THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN

Name: THE MARCY FUNERAL HOME, INC. - THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN (2025) Form 5500
Creator: THE MARCY FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN, THE MARCY FUNERAL HOME, INC.

THE MARCY FUNERAL HOME, INC.EIN 34-1144401Plan #001PY 2025

208 LIBERTY STREET - CONNEAUT, OH 440302797440-593-4253marcyfuneralhome.comLinkedIn1-10 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$430K

-9.7% from 2024

Total participants

0.0% from 2024

Average account balance

$143,246

-9.7% from 2024

Annual return

11.86%

+8.40 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$430K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

100.0%

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

$6K

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

+11.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42110

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 codes2E2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$126K

$42110 / participant

Other / not subdivided$126K100.0%

% of EOY assets

29.397%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$143,246

$102,595+39.6%

$94,057+52.3%

$154,746-7.4%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

11.86%

583.42%-571.6pp

480.62%-468.8pp

172.34%-160.5pp

Employer contribution / active EE

$6,359

$3,147+102.0%

$2,933+116.8%

$4,379+45.2%

Participant deferral / active EE

$5,118-100.0%

$4,709-100.0%

$6,730-100.0%

Admin fee / account holder

$42,110

$7,736+444.3%

$7,244+481.3%

$14,365+193.1%

THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MARCY FUNERAL HOME, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion