Original filing (PDF)20250506180923NAL0009407121001

T & M JEWELRY, INC. DBA THE CASTLE

Name: T & M JEWELRY, INC. DBA THE CASTLE — THE CASTLE 401(K) PLAN, Form 5500 (2024)
Creator: T & M JEWELRY, INC. DBA THE CASTLE

Form 5500-SF

FILING_RECEIVED

THE CASTLE 401(K) PLAN

401(k) retirement plan

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T & M JEWELRY, INC. DBA THE CASTLE.

Plan sponsor

Name

T & M JEWELRY, INC. DBA THE CASTLE

EIN

62-1345081

Address

121 PROSPEROUS PL · STE 3B · LEXINGTON, KY · 40509

Phone

(859) 544-5379

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

2025-05-06

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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