· 2022–2024 · DOL EFAST2

Geraci Fine Jewelry — Geraci Fine Jewelry SOCA, Form 5500 (2024)

Original filing (PDF)20260330131027NAL0015270416001

Geraci Fine Jewelry

Form 5500-SF

FILING_RECEIVED

Geraci Fine Jewelry SOCA Benefit Plan

Health & welfare plan · Geraci Fine Jewelry's Geraci Fine Jewelry SOCA Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERACI FINE JEWELRY.

Plan sponsor

Name

GERACI FINE JEWELRY

EIN

31-1523858all filings

Address

9212 COLERAIN AVE · CINCINNATI, OH · 45251

Phone

(513) 385-4653

Industry

Retail Trade

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Retail Trade plans

AEON Watch Inc.

AEON Watch Inc. 401(k)

$3K · 1 participants

Van COTT Jeweler, Ltd. C/O William Levine

Van COTT Jeweler, Ltd. Profit Sharing Plan & Trust

Daugherty Jewelry Empire LLC

Daugherty Jewelry Empire LLC 401(k) Plan

$3K · 4 participants

Pikes Peak Rock Shop Inc.

Pikes Peak Rock Shop Inc.

$3K · 8 participants

Nader KASH 401(k) Plan

$3K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.