P 401(k) Plan Report

Stable plan record

HERITAGE FUNERAL SERVICE, INC. 401(K) PROFIT SHARING PLAN

Sponsored by HERITAGE FUNERAL SERVICE, INC. · EIN/PN 381840605-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,115
Administrative cost per participant
2025
$908
Active participants
2025
11
Total plan assets
2025
$1,269,398
Participant loans as a share of assets
2025
1.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260228103838NAL000306854600111$2,115
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.