Retirement plan

ROBERT A. PUMPHREY FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN

Name: ROBERT A. PUMPHREY FUNERAL HOMES, INC. - ROBERT A. PUMPHREY FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ROBERT A. PUMPHREY FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT A. PUMPHREY FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN, ROBERT A. PUMPHREY FUNERAL HOMES, INC.

ROBERT A. PUMPHREY FUNERAL HOMES, INC.EIN 52-0901808Plan #001PY 2024

7557 WISCONSIN AVE - BETHESDA, MD 208143501301-652-2200LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.8M

+11.1% from 2023

Total participants

+8.3% from 2023

Average account balance

$337,096

-8.2% from 2023

Annual return

11.30%

-2.07 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.15M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$571K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64880

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 codes3H2E2F2G2J2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$619K

$24750 / participant

Other / not subdivided$619K100.0%

% of EOY assets

7.981%

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

$337,096

$58,241+478.8%

$81,780+312.2%

$80,911+316.6%

Participation rate

88.0%

63.4%+24.6pp

72.4%+15.6pp

67.6%+20.4pp

Annual return

11.30%

41.73%-30.4pp

776.27%-765.0pp

35.63%-24.3pp

Employer contribution / active EE

$19,564

$2,343+734.8%

$2,914+571.4%

$2,756+609.9%

Participant deferral / active EE

$3,318

$3,283+1.1%

$4,321-23.2%

$4,297-22.8%

Admin fee / account holder

$26,902

$4,973+441.0%

$7,384+264.3%

$6,935+287.9%

ROBERT A. PUMPHREY FUNERAL HOMES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT A. PUMPHREY FUNERAL HOMES, INC. 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