Plan Snapshot
- Plan Sponsor: Forest Lawn Memorial-Park Assoc
- Sponsor EIN: 950743320
- Sponsor Address: 1712 S. GLENDALE AVE., GLENDALE, CA, 91205
- Plan Type: DB
- Total Participants: 965
- Total Assets: $84.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 965 | $84.7M | $0 | $0 |
| 2023 | 976 | $80.6M | $0 | $0 |
| 2022 | 931 | $76.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $179,043 | $135,755 | $39,888 | — | — |
| 2023 | $275,488 | $207,594 | $65,476 | — | — |
| 2022 | $272,781 | $1,516 | $52,359 | — | $218,906 |