Department of Labor filing

CARRIAGE FUNERAL HOLDINGS, INC.

CARRIAGE SERVICES 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,100

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

2,312

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$36 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 69% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $460 · based on 36 comparable plans

Lower reported administrative expense69th percentileTypical peer $49 · based on 42 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CARRIAGE FUNERAL HOLDINGS, INC. reported $2,543,542 in employer contributions across the plan and 2,312 active participants. That works out to $1,100 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 33.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,543,542
Participant contributions: $7,047,886
Other contributions: $509,930
Employer share of reported contributions: 26.5%
Beginning assets: $90,751,174
Ending assets: $98,939,256
Ending net assets: $98,939,256
Ending liabilities: $0
Total income: $21,856,372
Total expenses: $13,668,290
Administrative expenses: $109,701
Participant loans: $2,326,522

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,074

2023

$1,418

2024

$1,100

Plan-paid administrative expenses per participant

2022

$54

2023

$42

2024

$36

Active participants

2022

2,543

2023

2,169

2024

2,312

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,100	2,312	98.9M	20250903174847NAL0009223635001
2023	$1,418	2,169	90.8M	20241015110319NAL0016195171001
2022	$1,074	2,543	78.3M	20231016140248NAL0076275922001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 760339922-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 19, 1993
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D2S2R

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250903174847NAL0009223635001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗