# The Branch Funeral Home, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-branch-funeral-home-llc-401k-plan

> The Branch Funeral Home, LLC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Branch Funeral Home, LLC

- **Sponsor EIN:** 203453883

- **Sponsor Address:** 190 EAST MAIN STREET, SMITHTOWN, NY, 11787

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

- **Total Participants:** 14

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|14|$2.5M|$107,866|$89,776|

| 2023|12|$3.0M|$122,172|$148,181|

| 2022|15|$2.4M|$111,124|$128,143|

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