Original filing (PDF)20250802182034NAL0009313744001

HERITAGE FINE JEWELRY & GIFTS, INC.

Name: HERITAGE FINE JEWELRY & GIFTS, INC. — HERITAGE FINE JEWELRY & GIFTS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE FINE JEWELRY & GIFTS, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE FINE JEWELRY & GIFTS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE FINE JEWELRY & GIFTS, INC.

EIN

57-0886981

Address

28 SHELTER COVE LANE · SUITE 114 · HILTON HEAD ISLAND, SC · 29928

Phone

(843) 689-2900

Industry

Retail Tradesee all

Plan administrator