Original filing (PDF)20250725103215NAL0014403394001

MOUNTZ JEWELERS, L. P.

Name: MOUNTZ JEWELERS, L. P. — MOUNTZ JEWELERS EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: MOUNTZ JEWELERS, L. P.

Form 5500-SF

FILING_RECEIVED

MOUNTZ JEWELERS EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 MOUNTZ JEWELERS, L. P..

Plan sponsor

Name

MOUNTZ JEWELERS, L. P.

EIN

25-1858491

Address

3780 TRINDLE ROAD · CAMP HILL, PA · 17011

Phone

(717) 763-1199

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

2025-07-25

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

STEVENSON CORPORATION

STEVENSON CORPORATION PROFIT SHARING PLAN AND TRUST

$2.9M · 8 participants

WILLIAMS JEWELERS OF BROOKRIDGE, LTD.

WILLIAMS JEWELERS 401(K) PLAN

$2.9M · 31 participants

ROCKY POINT GOLD & SILVER EXCHANGE

ROCKY POINT GOLD & SILVER EXCHANGE PROFIT SHARING PLAN

$2.9M · 6 participants

MOYER & CO. FINE JEWELERS, INC.

MOYER & CO. FINE JEWELERS, INC. 401(K) PROFIT SHARING PLAN

$2.9M · 23 participants

GOLD CASTERS, INC.

GOLD CASTERS, INC. RETIREMENT PLAN