Retirement plan

GEMVETO JEWELRY CO., INC. 401(K) PLAN

Name: GEMVETO JEWELRY CO., INC. - GEMVETO JEWELRY CO., INC. 401(K) PLAN (2025) Form 5500
Creator: GEMVETO JEWELRY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEMVETO JEWELRY CO., INC. 401(K) PLAN, GEMVETO JEWELRY CO., INC.

GEMVETO JEWELRY CO., INC.EIN 13-2641230Plan #001PY 2025

18 E. 48TH STREET #502 - NEW YORK, NY 10017212-755-2522

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$521K

-5.7% from 2024

Total participants

-11.1% from 2024

Average account balance

$86,783

+10.0% from 2024

Annual return

9.67%

+2.65 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$521K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16222

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$97K

Other / not subdivided$97K100.0%

% of EOY assets

18.692%

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

$86,783

$254,759-65.9%

$216,567-59.9%

$198,609-56.3%

Participation rate

0.0%

84.5%-84.5pp

81.6%-81.6pp

82.4%-82.4pp

Annual return

9.67%

10.04%-0.4pp

12.94%-3.3pp

202.70%-193.0pp

Employer contribution / active EE

$6,096-100.0%

$5,216-100.0%

$5,055-100.0%

Participant deferral / active EE

$6,948-100.0%

$6,191-100.0%

$6,977-100.0%

Admin fee / account holder

$16,222

$26,311-38.3%

$21,981-26.2%

$19,030-14.8%

GEMVETO JEWELRY CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEMVETO JEWELRY CO., INC. 401(K) PLAN

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