Retirement plan

ROCKET JEWELRY BOX, INC. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES

Name: ROCKET JEWELRY BOX, INC - ROCKET JEWELRY BOX, INC. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES (2025) Form 5500
Creator: ROCKET JEWELRY BOX, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKET JEWELRY BOX, INC. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES, ROCKET JEWELRY BOX, INC

ROCKET JEWELRY BOX, INCEIN 13-1831418Plan #002PY 2025

565 TAXTER RD. SUITE 560 - ELMSFORD, NY 10523800-762-5521

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$5.9M

+7.3% from 2024

Total participants

-46.5% from 2024

Average account balance

$308,066

+125.9% from 2024

Annual return

10.89%

+3.87 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.85M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$308K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15739

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$299K

$24919 / participant

Other / not subdivided$299K100.0%

% of EOY assets

5.109%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$308,066

$167,415+84.0%

$140,514+119.2%

$198,609+55.1%

Participation rate

66.7%

80.9%-14.2pp

77.8%-11.1pp

82.4%-15.7pp

Annual return

10.89%

13.85%-3.0pp

14.36%-3.5pp

202.70%-191.8pp

Employer contribution / active EE

$2,175

$4,088-46.8%

$3,378-35.6%

$5,055-57.0%

Participant deferral / active EE

$6,168

$5,579+10.6%

$4,919+25.4%

$6,977-11.6%

Admin fee / account holder

$15,739

$16,730-5.9%

$13,697+14.9%

$19,030-17.3%

ROCKET JEWELRY BOX, INC. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKET JEWELRY BOX, INC. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion