Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAROLD STEVEN'S JEWELER'S INC
EIN 95-3399456luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
16
225 BROADWAY, STE 1580 - SAN DIEGO, CA 921015030619-231-0520haroldstevens.comLinkedIn1-10 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 16 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#002
HAROLD STEVENS JEWELERS, INC. PROFIT SHARING PLAN
401k
Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
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 | |
|---|---|---|---|---|---|---|
| 002 | HAROLD STEVENS JEWELERS, INC. PROFIT SHARING PLAN | 401k | $2.9M | 7 | 2025 | |
| 003 | HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 9 | 2025 |
Retirement plans