Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries 401(k) match, vesting and fees
What Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Warren & Bell Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $4.3M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 115 | $4.4M | $78K | $819 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 123 | $4M | $67K | $672 | 1.33% | Not published | Form 5500 ↗ |
| 2022 | 128 | $3.7M | $68K | $647 | 1.01% | Not published | Form 5500 ↗ |
| 2021 | 134 | $4.3M | $71K | $651 | 1.31% | Not published | Form 5500 ↗ |
Common questions
Does Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries match 401(k) contributions?
The match terms for the Rose Neath Funeral Homes Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $78K in employer contributions, about $819 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries 401(k) match vested?
The vesting schedule for the Rose Neath Funeral Homes Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc..
I left Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc., (318) 222-0438) or the recordkeeper, Stancorp Financial Group. The Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries old 401(k) page lists the contacts from every plan filing. Find an old Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries 401(k)
Data from the public Form 5500 annual reports Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries. Not financial advice. Report a correction · Methodology