Plan Snapshot
- Plan Sponsor: Park Lawn Memorial Group, LLC
- Sponsor EIN: 383927690
- Sponsor Address: TWO HOUSTON CENTER, 909 FANNIN ST, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 1,630
- Total Assets: $49.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,630 | $49.1M | $1.9M | $4.9M |
| 2023 | 1,652 | $45.6M | $2.3M | $5.6M |
| 2022 | 1,852 | $36.6M | $2.3M | $4.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $165,574 | — | $165,574 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,574
- Estimated Expense Ratio: 0.337% 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 | $165,574 | $5,134 | $160,440 | — | — |
| 2023 | $149,340 | $3,796 | $145,544 | — | — |
| 2022 | $128,463 | $1,679 | $126,784 | — | — |