Plan Snapshot
- Plan Sponsor: Altmeyer Funeral Homes INC
- Sponsor EIN: 550597691
- Sponsor Address: 1400 EOFF STREET, WHEELING, WV, 260033526
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 246 | $12.0M | $439,503 | $957,176 |
| 2023 | 246 | $10.3M | $391,419 | $854,456 |
| 2022 | 212 | $9.1M | $337,014 | $726,971 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| S. R. SNODGRASS, A.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S. R. SNODGRASS, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,551 | — | $2,050 | — | — |
| 2023 | $12,322 | — | $1,837 | — | — |
| 2022 | $6,000 | — | $1,750 | — | — |