Milward Funeral Directors, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Milward Funeral Directors, INC.
  • Sponsor EIN: 610889933
  • Sponsor Address: 159 N. BROADWAY, LEXINGTON, KY, 40507
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $4.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202517$4.4M$180,000$39,157
202417$4.4M$180,000$39,157
202315$4.0M$180,000$31,343
202217$4.0M$180,000$14,104

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