Original filing (PDF)20250917170926NAL0000796128001

LUGANO DIAMONDS AND JEWELRY, INC.

Name: LUGANO DIAMONDS AND JEWELRY, INC. — LUGANO DIAMONDS AND JEWELRY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LUGANO DIAMONDS AND JEWELRY, INC.

Form 5500

FILING_RECEIVED

LUGANO DIAMONDS AND JEWELRY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

150

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LUGANO DIAMONDS AND JEWELRY, INC.

EIN

57-1216784

Address

620 NEWPORT CENTER DRIVE, SUITE 800 · NEWPORT BEACH, CA · 92660

Phone

(949) 720-1258

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

2025-09-17

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $15K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	$15K	100.0%

1–1 of 1

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