Retirement plan

GUARDIAN FUNERAL SERVICE, INC. RETIREMENT PLAN

Name: GUARDIAN FUNERAL SERVICE, INC. - GUARDIAN FUNERAL SERVICE, INC. RETIREMENT PLAN (2025) Form 5500
Creator: GUARDIAN FUNERAL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUARDIAN FUNERAL SERVICE, INC. RETIREMENT PLAN, GUARDIAN FUNERAL SERVICE, INC.

GUARDIAN FUNERAL SERVICE, INC.EIN 46-1565580Plan #001PY 2025

75 MINEOLA AVENUE - ROSLYN HEIGHTS, NY 11577516-621-4545LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+9.5% from 2024

Total participants

0.0% from 2024

Average account balance

$636,949

+9.5% from 2024

Annual return

6.36%

-4.91 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$637K

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

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+6.36%

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

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 codes2E2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$636,949

$157,829+303.6%

$136,867+365.4%

$198,609+220.7%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

6.36%

51.25%-44.9pp

42.97%-36.6pp

202.70%-196.3pp

Employer contribution / active EE

$18,240

$3,923+365.0%

$3,547+414.2%

$5,055+260.8%

Participant deferral / active EE

$5,463-100.0%

$4,924-100.0%

$6,977-100.0%

Admin fee / account holder

$11,107-100.0%

$10,340-100.0%

$19,030-100.0%

GUARDIAN FUNERAL SERVICE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GUARDIAN FUNERAL SERVICE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion