Original filing (PDF)20250313084702NAL0032663840001

HALTOMS JEWELERS LP

Name: HALTOMS JEWELERS LP — HALTOMS JEWELERS LP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HALTOMS JEWELERS LP

Form 5500-SF

FILING_RECEIVED

HALTOMS JEWELERS LP PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALTOMS JEWELERS LP.

Plan sponsor

Name

HALTOMS JEWELERS LP

EIN

75-0315130

Address

317 MAIN ST · FORT WORTH, TX · 76102

Phone

(817) 336-4051

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-03-13

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

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

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

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