Original filing (PDF)20250521164404NAL0003198576001

VALENTIN & KALICH JEWELRY MFG LTD

Name: VALENTIN & KALICH JEWELRY MFG LTD — VALENTIN & KALICH JEWELRY MFG LTD 401(K) PLAN, Form 5500 (2024)
Creator: VALENTIN & KALICH JEWELRY MFG LTD

Form 5500-SF

FILING_RECEIVED

VALENTIN & KALICH JEWELRY MFG LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALENTIN & KALICH JEWELRY MFG LTD.

Plan sponsor

Name

VALENTIN & KALICH JEWELRY MFG LTD

EIN

13-2950583

Address

42 WEST 48TH STREET · NEW YORK, NY · 10036

Phone

(212) 575-9044

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

BLUESTONE JEWELRY INC

BLUESTONE JEWELRY 401K RETIREMENT PLAN

$2.8M · 6 participants

TAXCO STERLING COMPANY, INC.

TAXCO STERLING COMPANY, INC. 401(K) PLAN

$2.8M · 21 participants

HINGHAM JEWELERS, INC.

HINGHAM JEWELERS, INC. PROFIT SHARING PLAN

$2.8M · 8 participants

N FOX INC

N FOX INC 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 11 participants

DIAMOND COLLECTION

$2.8M · 4 participants