P PlanScore

Home / Employer profile

Department of Labor filing

FOREST LAWN MEMORIAL - PARKS & MORTUARIES

FOREST LAWN 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

62filing 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
$2,885

Reported employer contributions per active participant.

Higher than about 82% of comparable plans
#People in the filing
1,144

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$177 / participant

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

Lower cost than about 15% of comparable plans
↗Investment performance
Not available

Plan assets changed 18.0%, 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 · 202462out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions82nd percentileTypical peer $799 · based on 100 comparable plans
Lower reported administrative expense15th percentileTypical peer $78 · based on 106 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, FOREST LAWN MEMORIAL - PARKS & MORTUARIES reported $3,300,131 in employer contributions across the plan and 1,144 active participants. That works out to $2,885 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 proxy80%

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 4.7%

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

Expense trendUp 10.9%

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

Peer context62/100

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
$3,300,131
Participant contributions
$10,253,788
Other contributions
$640,999
Employer share of reported contributions
24.3%
Beginning assets
$127,055,099
Ending assets
$149,880,975
Ending net assets
$149,880,975
Ending liabilities
$0
Total income
$30,187,581
Total expenses
$7,361,705
Administrative expenses
$246,835
Participant loans
$4,652,601

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
$2,755
2023
$2,729
2024
$2,885
Plan-paid administrative expenses per participant
2022
$160
2023
$163
2024
$177
Active participants
2022
1,079
2023
1,103
2024
1,144
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,8851,144149.9M20251009114245NAL0015409266001
2023$2,7291,103127.1M20240923163527NAL0015784912001
2022$2,7551,079106.5M20231016135231NAL0037992305001

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
3.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
950743320-334

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Apr 1, 1965
Industry
Other services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2F2G2J2K2R2S2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS2024Not reportedunknown
BAIRD FUNDS2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
COHEN & STEERS2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
FIDELITY INVESTMENTS INST2024Not reportedunknown
HARBOR FUNDS2024Not reportedunknown
JP MORGAN2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

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_ID20251009114245NAL0015409266001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗