Original filing (PDF)20250624103559NAL0006740433001

ROBERT C. WESLEY JEWELERS, INC.

Name: ROBERT C. WESLEY JEWELERS, INC. — ROBERT C. WESLEY JEWELERS, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: ROBERT C. WESLEY JEWELERS, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT C. WESLEY JEWELERS, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT C. WESLEY JEWELERS, INC..

Plan sponsor

Name

ROBERT C. WESLEY JEWELERS, INC.

EIN

13-4297073

Address

7088 EAST 5TH AVENUE · SCOTTSDALE, AZ · 85251

Phone

(480) 947-2416

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-06-24

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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