# Funeral Directors Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/funeral-directors-life-insurance-company-401k-plan

> Funeral Directors Life Insurance Company's 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Funeral Directors Life Insurance Company

- **Sponsor EIN:** 741001040

- **Sponsor Address:** 6550 DIRECTORS PARKWAY, ABILENE, TX, 79606

- **Plan Type:** 401(k)

- **Total Participants:** 424

- **Total Assets:** $34.6M

## 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|424|$34.6M|$834,917|$2.2M|

| 2023|372|$30.5M|$757,826|$1.9M|

| 2022|315|$24.7M|$692,997|$1.7M|

## 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|

| PARKWAY ADVISORS, LP|NONE|$88,589|—|$88,589|

| ASCENSUS LLC|NONE|$42,340|$1,670|$44,010|

| JOHNSON LAMBERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHNSON LAMBERT LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $132,599

- **Estimated Expense Ratio:** 0.384% 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|$130,929|$88,589|$42,340|—|—|

| 2023|$111,061|$74,462|$36,592|—|—|

| 2022|$106,383|$72,377|$33,981|—|—|

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