Original filing (PDF)20231006155030NAL0023059457001

HERCO JEWELRY CO.

Name: HERCO JEWELRY CO. — HERCO JEWELRY CO. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: HERCO JEWELRY CO.

Form 5500-SF

FILING_RECEIVED

HERCO JEWELRY CO. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HERCO JEWELRY CO..

Plan sponsor

Name

HERCO JEWELRY CO.

EIN

94-2599326

Address

2111 GREENWICH STREET · SAN FRANCISCO, CA · 94123

Phone

(415) 543-1580

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2023-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

GEM JEWELERS LLC

GEM JEWELERS LLC 401(K) PLAN

ADALOR LLC D.B.A BARNES JEWELRY

ADALOR LLC D.B.A BARNES JEWELRY 401(K) PLAN

AMANDA PINSON JEWELRY, LLC

AMANDA PINSON JEWELRY 401K PROFIT SHARING PLAN & TRUST

DIAMOND DAUGHTERS

DIAMOND DAUGHTERS 401(K) PLAN

GENNA JEWELERS, INC

GENNA JEWELERS 401(K) PLAN

$0 · 8 participants