LORY'S West, Inc. DBA XIV Karats, Ltd. Profit Sharing Plan
Defined-contribution retirement plan · Lorys West, Inc. DBA XIV Karats, Ltd.'s LORY'S West, Inc. DBA XIV Karats, Ltd. Profit Sharing Plan held $1.4M in plan assets for 24 participants in 2024.
Active participants
24
Accounts w/ balance
18
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
Above-average plan
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
36
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORYS WEST, INC. DBA XIV KARATS, LTD..
