Original filing (PDF)20250611183129NAL0016014145001

K.T.D. JEWELERS

Name: K.T.D. JEWELERS — K.T.D. JEWELERS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: K.T.D. JEWELERS

Form 5500-SF

FILING_RECEIVED

K.T.D. JEWELERS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 K.T.D. JEWELERS.

Plan sponsor

Name

K.T.D. JEWELERS

EIN

94-3151003

Address

1833 UNION STREET · SAN FRANCISCO, CA · 94123

Phone

(415) 875-9438

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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