Retirement plan

GEORGE RENNER & SONS FUNERAL HOME, INC. 401K PLAN

Name: GEORGE RENNER & SONS FUNERAL HOME, INC. - GEORGE RENNER & SONS FUNERAL HOME, INC. 401K PLAN (2025) Form 5500
Creator: GEORGE RENNER & SONS FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGE RENNER & SONS FUNERAL HOME, INC. 401K PLAN, GEORGE RENNER & SONS FUNERAL HOME, INC.

GEORGE RENNER & SONS FUNERAL HOME, INC.EIN 37-0483000Plan #002PY 2025

120 NORTH ILLINOIS - BELLEVILLE, IL 62220618-233-5400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.2M

+10.4% from 2024

Total participants

+6.7% from 2024

Average account balance

$678,929

+10.4% from 2024

Annual return

13.20%

+2.22 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

$10.18M

Not enough data

1 years with asset history on file

Average account balance

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

$679K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25053

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 codes2E3D2G2J2F2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$376K

$28907 / participant

Other / not subdivided$376K100.0%

% of EOY assets

3.690%

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

$678,929

$102,595+561.8%

$94,057+621.8%

$154,746+338.7%

Participation rate

92.3%

76.0%+16.3pp

73.3%+19.0pp

80.7%+11.6pp

Annual return

13.20%

583.42%-570.2pp

480.62%-467.4pp

172.34%-159.1pp

Employer contribution / active EE

$6,154

$3,147+95.5%

$2,933+109.8%

$4,379+40.5%

Participant deferral / active EE

$2,190

$5,118-57.2%

$4,709-53.5%

$6,730-67.5%

Admin fee / account holder

$25,053

$7,736+223.9%

$7,244+245.8%

$14,365+74.4%

GEORGE RENNER & SONS FUNERAL HOME, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORGE RENNER & SONS FUNERAL HOME, INC. 401K 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