Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
William McConnell & Son, Inc. Dba the King's Jewelers
EIN 94-2429382Retail TradeLatest filing 2025
Plans
2
Retirement
2
$407K assets
Welfare
0
Participants
14
1655 N. MAIN STREET, SUITE 106 - WALNUT CREEK, CA 94596925-938-1030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $407K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE KING'S JEWELERS CASH BALANCE PLAN
Cash balance
Assets$317K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE KING'S JEWELERS 401(K) PLAN
Profit-sharing
Assets$90K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE KING'S JEWELERS CASH BALANCE PLAN | Cash balance | $317K | 5 | 2025 | |
| 002 | THE KING'S JEWELERS 401(K) PLAN | Profit-sharing | $90K | 9 | 2025 |
Retirement plans