Retirement plan

MALCORE FUNERAL HOMES & CREMATORY, INTEGRATED 401(K) PROFIT SHARING PLAN

Name: MALCORE FUNERAL HOMES & CREMATORY - MALCORE FUNERAL HOMES & CREMATORY, INTEGRATED 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: MALCORE FUNERAL HOMES & CREMATORY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MALCORE FUNERAL HOMES & CREMATORY, INTEGRATED 401(K) PROFIT SHARING PLAN, MALCORE FUNERAL HOMES & CREMATORY

MALCORE FUNERAL HOMES & CREMATORYEIN 39-1048691Plan #002PY 2024

701 NORTH BAIRD STREET - GREEN BAY, WI 54302920-432-5579malcorefuneralhome.comLinkedIn11-50 employeesevents services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$371K

-22.2% from 2023

Total participants

+28.6% from 2023

Average account balance

$46,419

-31.9% from 2023

Annual return

11.05%

-3.28 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28567

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 codes2E2F2G2J2T3D3H

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.
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

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

$229K

$28567 / participant

Other / not subdivided$229K100.0%

% of EOY assets

61.542%

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

$46,419

$88,815-47.7%

$81,882-43.3%

$145,897-68.2%

Participation rate

87.5%

75.1%+12.4pp

72.4%+15.1pp

80.3%+7.2pp

Annual return

11.05%

1033.75%-1022.7pp

779.47%-768.4pp

552.29%-541.2pp

Employer contribution / active EE

$4,911

$3,086+59.1%

$2,916+68.4%

$4,663+5.3%

Participant deferral / active EE

$3,810

$4,647-18.0%

$4,323-11.9%

$6,689-43.0%

Admin fee / account holder

$28,567

$8,434+238.7%

$7,360+288.2%

$13,390+113.3%

MALCORE FUNERAL HOMES & CREMATORY, INTEGRATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MALCORE FUNERAL HOMES & CREMATORY, INTEGRATED 401(K) 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