Retirement plan

L. J. GRIFFIN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

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

L.J. GRIFFIN FUNERAL HOME, INC.EIN 38-1655114Plan #001PY 2025

7707 MIDDLEBELT ROAD - WESTLAND, MI 481852591734-522-9400LinkedIn11-50 employeesindividual & family services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.3M

+3.7% from 2024

Total participants

+9.5% from 2024

Average account balance

$185,436

-5.3% from 2024

Annual return

7.28%

-4.47 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

$4.27M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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

$121K

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

+7.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13422

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 codes3D2E2H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$309K

$13422 / participant

Other / not subdivided$309K100.0%

% of EOY assets

7.238%

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

$185,436

$102,595+80.7%

$94,057+97.2%

$154,746+19.8%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

7.28%

583.42%-576.1pp

480.62%-473.3pp

172.34%-165.1pp

Employer contribution / active EE

$5,282

$3,147+67.8%

$2,933+80.1%

$4,379+20.6%

Participant deferral / active EE

$5,118-100.0%

$4,709-100.0%

$6,730-100.0%

Admin fee / account holder

$13,422

$7,736+73.5%

$7,244+85.3%

$14,365-6.6%

L. J. GRIFFIN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L. J. GRIFFIN FUNERAL HOME, INC., INTEGRATED 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