How big is Speers Fine Jewelry, Inc.'s plan?

Speers Fine Jewelry, Inc.'s plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250919115344NAL0002660688001

Speers Fine Jewelry, Inc.

Name: Speers Fine Jewelry, Inc. — Speer's 401(k) Plan, Form 5500 (2024)
Creator: Speers Fine Jewelry, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Speer's 401(k) Plan

401(k) retirement plan · Speers Fine Jewelry, Inc.'s Speer's 401(k) Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Joel Spierer signed Speers Fine Jewelry, Inc.'s 2024 Form 5500 as plan administrator.

Joel Spierer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Speers Fine Jewelry, Inc.'s EIN is 02-0352246.

EIN 02-0352246

Plan number 001

Plan year 2024

ACK ID 20250919115344NAL0002660688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Speers Fine Jewelry, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Speers Fine Jewelry, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPEERS FINE JEWELRY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SPEERS FINE JEWELRY, INC.

EIN

all filings

Address

24 NORTH MAIN STREET · CONCORD, NH · 03301

Phone

(603) 224-1582

Industry

Retail Trade

Plan administrator