Plan Snapshot
- Plan Sponsor: Forest Lawn Memorial - Parks & Mortuaries
- Sponsor EIN: 950743320
- Sponsor Address: 1712 S. GLENDALE AVENUE, GLENDALE, CA, 91205
- Plan Type: 401(k)
- Total Participants: 1,144
- Total Assets: $149.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,144 | $149.9M | $3.3M | $10.3M |
| 2023 | 1,103 | $127.1M | $3.0M | $9.5M |
| 2022 | 1,079 | $106.5M | $3.0M | $8.9M |
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 | $18,900 | — | $18,900 |
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: $18,900
- Estimated Expense Ratio: 0.013% of plan assets
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 | $246,835 | — | — | $18,900 | — |
| 2023 | $219,927 | — | — | $10,500 | — |
| 2022 | $207,138 | — | — | — | $42,663 |