Retirement plan

WILBERT FUNERAL SERVICES, INC. 401(K) PLAN

Name: WILBERT FUNERAL SERVICE, INC. - WILBERT FUNERAL SERVICES, INC. 401(K) PLAN (2024) Form 5500
Creator: WILBERT FUNERAL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILBERT FUNERAL SERVICES, INC. 401(K) PLAN, WILBERT FUNERAL SERVICE, INC.

WILBERT FUNERAL SERVICE, INC.EIN 36-4128481Plan #001PY 2024

10965 GRANADA LANE, SUITE 300 - OVERLAND PARK, KS 66211913-345-2120wilbertvaultco.comLinkedIn1001-5000 employeeswholesale

Prospect flagsRecently cancelled planLow returnsFailed to transmit contributionsWind-down / frozen

Top hat statement on fileNQDC

Filed August 30, 2012

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

-100.0% from 2023

Total participants

-100.0% from 2023

Average account balance

-100.0% from 2023

Annual return

-84.66%

-108.92 pp from 2023

Benchmarks

See 8,636 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,636 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-84.66%

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$52,964
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH, PIERCE, FENNER&SMIT Service code 27 · EIN 13-5674085	Advisory (Plan)	$45,000
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$16,805
MARKSNELSON LLC6 years Filed as: MARKSNELSON Service code 10 · EIN 92-1368147	Accounting	$9,000
WEALTH MANAGEMENT SYSTEMS INC4 years Service code 49 · EIN 22-3734996	Other Services	$0

Plan features & details

Pension benefit codes2F2E2G2J2K2S2T3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$124K

Recordkeeping$53K42.8%
Investment mgmt$17K13.6%
Other / not subdivided$54K43.6%

% of EOY assets

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MARKSNELSON
Auditor EIN: 481238645
Audit fees: $9,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,519-100.0%

$106,201-100.0%

$145,959-100.0%

Participation rate

0.0%

77.7%-77.7pp

75.3%-75.3pp

80.3%-80.3pp

Annual return

-84.66%

225.10%-309.8pp

116.26%-200.9pp

561.95%-646.6pp

Employer contribution / active EE

$3,726-100.0%

$3,170-100.0%

$4,661-100.0%

Participant deferral / active EE

$5,716-100.0%

$5,012-100.0%

$6,689-100.0%

Admin fee / account holder

$17,312-100.0%

$11,039-100.0%

$13,398-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$52,964

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH, PIERCE, FENNER&SMIT

Service code 27 · EIN 13-5674085

Advisory (Plan)

$45,000

STRATEGIC ADVISORS, INC.8 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$16,805

MARKSNELSON LLC6 years

Filed as: MARKSNELSON

Service code 10 · EIN 92-1368147

Accounting

$9,000

WEALTH MANAGEMENT SYSTEMS INC4 years

Service code 49 · EIN 22-3734996

Other Services

WILBERT FUNERAL SERVICES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILBERT FUNERAL SERVICES, INC. 401(K) PLAN

Top hat statement on fileNQDC

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