Original filing (PDF)20250314155247NAL0022480161001

WALTER BAUMAN JEWELERS

Name: WALTER BAUMAN JEWELERS — WALTER BAUMAN JEWELERS 401(K) PLAN, Form 5500 (2024)
Creator: WALTER BAUMAN JEWELERS

Form 5500-SF

FILING_RECEIVED

WALTER BAUMAN JEWELERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 WALTER BAUMAN JEWELERS.

Plan sponsor

Name

WALTER BAUMAN JEWELERS

EIN

22-1916194

Address

653 EAGLE ROCK AVENUE · WEST ORANGE, NJ · 07052

Phone

(973) 731-3155

Industry

Retail Tradesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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