Back to filter
Original filing (PDF)20250613080647NAL0017418033001
MARK'S JEWELERS AND SON, INC.
Form 5500-SF
FILING_RECEIVED
MARKS 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
24
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK'S JEWELERS AND SON, INC..
Plan sponsor
Name
MARK'S JEWELERS AND SON, INC.
EIN
23-2852005
Address
975 BETHLEHEM PIKE · MONTGOMERYVILLE, PA · 189369607
Phone
(215) 470-3873
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
2025-06-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Retail Trade plans
PHIL ABRAMS FINE JEWELRY, INC.
PHIL ABRAMS FINE JEWELRY, INC. 401K PLAN
$1.3M · 7 participants
VERRAGIO LTD
VERRAGIO LTD 401K PLAN
$1.3M · 46 participants
PETITE G JEWELERS, LLC
PETITE G JEWELERS, LLC RETIREMENT PLAN
$1.3M · 8 participants
CHALMERS JEWELERS, LTD.
CHALMERS JEWELERS, LTD. 401K PLAN
$1.3M · 19 participants
J.H. MEDNIKOW & COMPANY, INC.
J.H. MEDNIKOW & COMPANY, INC. PROFIT SHARING PLAN
$1.3M · 25 participants
ADDESSI JEWELERS, INC.
ADDESSI JEWELERS, INC. PROFIT-SHARING PLAN
$1.3M · 6 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B