How big is William Phelps Custom Jeweler's plan?

William Phelps Custom Jeweler's plan reported $410K in assets and 5 participants for 2025.

Original filing (PDF)20260430081221NAL0011330305001

William Phelps Custom Jeweler

Name: William Phelps Custom Jeweler — William Phelps, Form 5500 (2025)
Creator: William Phelps Custom Jeweler
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Phelps Custom Jeweler 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William Phelps Custom Jeweler's William Phelps Custom Jeweler 401(k) Profit Sharing Plan & Trust held $410K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

People on this filing

Edward Rojas signed William Phelps Custom Jeweler's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Phelps Custom Jeweler's EIN is 65-0028013.

EIN 65-0028013

Plan number 001

Plan year 2025

ACK ID 20260430081221NAL0011330305001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Phelps Custom Jeweler from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Phelps Custom Jeweler's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM PHELPS CUSTOM JEWELER.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

WILLIAM PHELPS CUSTOM JEWELER

EIN

all filings

Address

4380 GULF SHORE BLVD N STE 812 · NAPLES, FL · 341032666

Phone

(239) 434-2233

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator