Plan Ledger DOL Form 5500 · updated monthly

Forest Lawn Memorial - Parks & Mortuaries401(k)

FOREST LAWN 401(K) PLAN · GLENDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Forest Lawn Memorial - Parks & Mortuaries reported $246,835 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,885 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 699th-largest of 9,483 plans among California employers on file, and the 121st of 3,341 in other services. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$149,880,975
Participants with balances1,386
Active participants1,144
Employer contributions$3,300,131
Employee contributions$10,253,788
Employer contribution per active participant$2,885
Average account balance$108,139
Benefits paid to participants$7,114,870
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.9M · 1,386 accts · $3.3M emplr
2023$127.1M · 1,376 accts · $3.0M emplr
2022$106.5M · 1,328 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$137,533
Audit (IQPA)$18,900
Total administrative$246,835
The Forest Lawn Memorial - Parks & Mortuaries 401(k) match · 2024
Employer contribution per active participant$2,885
Median for plans this size$3,635
2024$2,885 per active participant
2023$2,729 per active participant
2022$2,755 per active participant

Forest Lawn Memorial - Parks & Mortuaries's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
T ROWE PRICE RPS INC · Recordkeeping · Trustee$137,533
SAGEVIEW ADVISORY GROUP LLC · Consulting$37,500
MOSS ADAMS LLP · Accounting / audit$18,900
CHARLES SCHWAB & CO., INC. · Securities brokerage$30

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$246,835 · 0.18%
2023$219,927 · 0.19%
2022$207,138 · 0.17%
Same employer
Similar plansOther Services · California
Shutterfly, LLC CA$380.2M · 0.09%
Coolsys, Inc. CA$219.3M · 0.18%
Pacific Clinics CA$126.5M · 0.17%
Prudential Overall Supply CA$125.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950743320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.