Retirement plan

BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN

Name: BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN - BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN (2024) Form 5500
Creator: BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN, BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN

BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLANEIN 81-2910507Plan #001PY 2024

110 GREEN STREET - HUDSON, NY 12534518-828-3371

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$527K

+20.4% from 2023

Total participants

0.0% from 2023

Average account balance

$175,598

+20.4% from 2023

Annual return

7.58%

-6.62 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

$527K

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+7.58%

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 codes2E2G2J2T3D

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.
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

1 tripped

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

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

$175,598

$88,778+97.8%

$81,844+114.6%

$145,884+20.4%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

7.58%

1033.03%-1025.4pp

778.87%-771.3pp

551.85%-544.3pp

Employer contribution / active EE

$2,128

$3,087-31.1%

$2,916-27.0%

$4,662-54.4%

Participant deferral / active EE

$26,000

$4,648+459.3%

$4,323+501.4%

$6,690+288.7%

Admin fee / account holder

$8,430-100.0%

$7,355-100.0%

$13,392-100.0%

BATES & ANDERSON - REDMOND & KEELER FUNERAL HOME INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BATES & ANDERSON - REDMOND & KEELER 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