Retirement plan

JEFFREY MANN FINE JEWELERS 401(K) PROFIT SHARING PLAN

Name: JEFFREY MANN FINE JEWELERS - JEFFREY MANN FINE JEWELERS 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JEFFREY MANN FINE JEWELERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY MANN FINE JEWELERS 401(K) PROFIT SHARING PLAN, JEFFREY MANN FINE JEWELERS

JEFFREY MANN FINE JEWELERSEIN 34-1648064Plan #001PY 2025

5247 MONROE ST. - TOLEDO, OH 43623419-882-6994jeffreymannfinejewelers.comLinkedIn1-10 employeesretail

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$576K

+17.4% from 2024

Total participants

0.0% from 2024

Average account balance

$57,555

+17.4% from 2024

Annual return

10.86%

+0.80 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$576K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1000

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 codes2E2F2G2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$10K

$1000 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.738%

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

$57,555

$124,980-53.9%

$108,359-46.9%

$154,746-62.8%

Participation rate

100.0%

75.2%+24.8pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

10.86%

45.00%-34.1pp

36.89%-26.0pp

172.34%-161.5pp

Employer contribution / active EE

$3,217

$2,851+12.8%

$2,399+34.1%

$4,379-26.5%

Participant deferral / active EE

$678

$4,743-85.7%

$4,137-83.6%

$6,730-89.9%

Admin fee / account holder

$1,000

$11,502-91.3%

$9,741-89.7%

$14,365-93.0%

JEFFREY MANN FINE JEWELERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFREY MANN FINE JEWELERS 401(K) PROFIT SHARING 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