Original filing (PDF)20250520092210NAL0001830608001

WILLIAM PHELPS CUSTOM JEWELER

Name: WILLIAM PHELPS CUSTOM JEWELER — WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM PHELPS CUSTOM JEWELER

Form 5500-SF

FILING_RECEIVED

WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLIAM PHELPS CUSTOM JEWELER

EIN

65-0028013

Address

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

Phone

(239) 434-2233

Industry