Retirement plan

BAGOZZI TWINS FUNERAL HOME, INC. 401(K) PLAN

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

BAGOZZI TWINS FUNERAL HOME, INC.EIN 47-5675798Plan #001PY 2025

2601 MILTON AVENUE - SOLVAY, NY 13209315-468-2431bagozzitwins.comLinkedIn1-10 employeesconsumer services

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+14.8% from 2024

Total participants

0.0% from 2024

Average account balance

$1,060,093

+14.8% from 2024

Annual return

10.88%

-2.60 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+10.88%

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 codes2E2G2J2R3B3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1,060,093

$72,071+1370.9%

$68,368+1450.6%

$137,256+672.3%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

10.88%

353.14%-342.3pp

292.57%-281.7pp

220.34%-209.5pp

Employer contribution / active EE

$15,462

$2,788+454.6%

$2,649+483.7%

$4,156+272.0%

Participant deferral / active EE

$20,852

$4,410+372.8%

$4,123+405.8%

$6,407+225.5%

Admin fee / account holder

$5,336-100.0%

$5,150-100.0%

$12,270-100.0%

BAGOZZI TWINS FUNERAL HOME, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAGOZZI TWINS FUNERAL HOME, INC. 401(K) 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