Retirement plan

BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 401(K) PROFIT SHARING PLAN

Name: BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION - BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 401(K) PROFIT SHARING PLAN, BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION

BELMONT MEMORIAL PARK, A NON PROFIT CORPORATIONEIN 94-0316120Plan #001PY 2025

201 N. TEILMAN AVENUE - FRESNO, CA 93706559-237-6185LinkedIn1-10 employeesconsumer services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.4M

+19.0% from 2024

Total participants

+10.5% from 2024

Average account balance

$136,176

+19.0% from 2024

Annual return

12.00%

+3.83 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

52.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$663

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$7K

$349 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.487%

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

$136,176

$114,013+19.4%

$103,693+31.3%

$155,188-12.3%

Participation rate

42.1%

75.2%-33.1pp

72.6%-30.5pp

80.8%-38.7pp

Annual return

12.00%

49.31%-37.3pp

47.61%-35.6pp

148.84%-136.8pp

Employer contribution / active EE

$1,474

$3,131-52.9%

$2,920-49.5%

$4,248-65.3%

Participant deferral / active EE

$2,757

$4,970-44.5%

$4,579-39.8%

$6,531-57.8%

Admin fee / account holder

$663

$8,407-92.1%

$7,858-91.6%

$14,480-95.4%

BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BELMONT MEMORIAL PARK, A NON PROFIT CORPORATION 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