# Forest Lawn Memorial - Parks & Mortuaries 401(k) Plan
Source: https://planprovider.pro/companies/forest-lawn-memorial-parks-mortuaries-401k-plan

> Forest Lawn Memorial - Parks & Mortuaries's 401(k) plan: 1,144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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