Retirement plan

NASH-JACKAN FUNERAL HOMES, INC., PROFIT SHARING PLAN

Name: NASH-JACKAN FUNERAL HOMES, INC. - NASH-JACKAN FUNERAL HOMES, INC., PROFIT SHARING PLAN (2024) Form 5500
Creator: NASH-JACKAN FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASH-JACKAN FUNERAL HOMES, INC., PROFIT SHARING PLAN, NASH-JACKAN FUNERAL HOMES, INC.

NASH-JACKAN FUNERAL HOMES, INC.EIN 39-0789921Plan #005PY 2024

120 EAST FRITZ AVENUE, PO BOX C - LADYSMITH, WI 548480018715-532-3744LinkedIn11-50 employees

Prospect flagsHigh retiree %Low returnsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

-4.6% from 2023

Total participants

0.0% from 2023

Average account balance

$781,629

-4.6% from 2023

Annual return

2.81%

-7.81 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

$3.50M

Not enough data

1 years with asset history on file

Average account balance

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

$875K

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

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+9.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1906

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 codes3D2E2G2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

5 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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$353K

$176280 / participant

Other / not subdivided$353K100.0%

% of EOY assets

11.276%

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

$781,629

$88,778+780.4%

$81,844+855.0%

$145,884+435.8%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

2.81%

1033.03%-1030.2pp

778.87%-776.1pp

551.85%-549.0pp

Employer contribution / active EE

$49,090

$3,087+1490.2%

$2,916+1583.2%

$4,662+952.9%

Participant deferral / active EE

$4,648-100.0%

$4,323-100.0%

$6,690-100.0%

Admin fee / account holder

$88,140

$8,430+945.5%

$7,355+1098.3%

$13,392+558.2%

NASH-JACKAN FUNERAL HOMES, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASH-JACKAN FUNERAL HOMES, 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