Original filing (PDF)20250721131514NAL0001241153001

PRIVATE JEWELERS, LLC

Name: PRIVATE JEWELERS, LLC — PRIVATE JEWELERS, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: PRIVATE JEWELERS, LLC

Form 5500-SF

FILING_RECEIVED

PRIVATE JEWELERS, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 PRIVATE JEWELERS, LLC.

Plan sponsor

Name

PRIVATE JEWELERS, LLC

EIN

26-2829581

Address

900 EAST ATLANTIC AVENUE · SUITE 15 · DELRAY BEACH, FL · 33483

Phone

(561) 272-9800

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-21

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 All Other Professional Services plans

JOHN J POPYLISEN

JOHN J POPYLISEN 401(K) PROFIT SHARING PLAN & TRUST

$799K · 4 participants

SMV MANAGEMENT LLC

SMV MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$799K · 72 participants

KECO ENGINEERED COATINGS

KECO ENGINEERED COATINGS 401K PROFIT SHARING PLAN & TRUST

$799K · 22 participants

DELTA HYDRONICS LLC

DELTA HYDRONICS LLC 401(K) PROFIT SHARING PLAN & TRUST

$799K · 10 participants

HEADACHE INSTITUTE OF HOUSTON, PA

HOUSTON HEADACHE INSTITUTE 401(K) PLAN