Original filing (PDF)20251013084219NAL0000408467001

GEM EXPERIENCE, LLC

Name: GEM EXPERIENCE, LLC — GEM EXPERIENCE, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: GEM EXPERIENCE, LLC

Form 5500-SF

FILING_RECEIVED

GEM EXPERIENCE, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GEM EXPERIENCE, LLC.

Plan sponsor

Name

GEM EXPERIENCE, LLC

EIN

61-1481838

Address

551 5TH AVENUE · SUITE 601 · NEW YORK, NY · 10076

Phone

(212) 207-4140

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

KELLEY JEWELERS, INC.

KELLEY JEWELERS, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 18 participants

SHY CREATION, INC.

SHY CREATION, INC. 401(K) PLAN

$1.5M · 42 participants

SIMMONS FINE JEWELRY, INC.

SIMMONS FINE JEWELRY, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 10 participants

CLINE MANUFACTURING JEWELERS, INC.

CLINE MANUFACTURING JEWELERS 401(K) PLAN AND TRUST

$1.5M · 14 participants

THE GOLDSMITH LTD., OF CHICAGO

THE GOLDSMITH OF CHICAGO 401(K) PSP & TRUST