Retirement plan

HING WA LEE JEWLERS, INC. PROFIT SHARING 401(K) PLAN

Name: HING WA LEE JEWELERS, INC. - HING WA LEE JEWLERS, INC. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: HING WA LEE JEWELERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HING WA LEE JEWLERS, INC. PROFIT SHARING 401(K) PLAN, HING WA LEE JEWELERS, INC.

HING WA LEE JEWELERS, INC.EIN 95-4424046Plan #001PY 2025

19345 SAN JOSE AVE - CITY OF INDUSTRY, CA 917481420909-869-0900hingwaleejewelers.comLinkedIn51-200 employeesluxury goods & jewelry

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$612K

+46.5% from 2024

Total participants

0.0% from 2024

Average account balance

$34,001

+46.5% from 2024

Annual return

16.38%

+6.45 pp from 2024

Benchmarks

See 7,537 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,537 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$612K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1797

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$32K

$1797 / participant

Other / not subdivided$32K100.0%

% of EOY assets

5.286%

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

$34,001

$123,155-72.4%

$108,753-68.7%

$155,188-78.1%

Participation rate

100.0%

75.6%+24.4pp

71.1%+28.9pp

80.8%+19.2pp

Annual return

16.38%

44.73%-28.4pp

37.47%-21.1pp

148.84%-132.5pp

Employer contribution / active EE

$3,187

$2,811+13.4%

$2,427+31.3%

$4,248-25.0%

Participant deferral / active EE

$5,610

$4,623+21.3%

$4,115+36.3%

$6,531-14.1%

Admin fee / account holder

$1,797

$12,126-85.2%

$10,320-82.6%

$14,480-87.6%

HING WA LEE JEWLERS, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HING WA LEE JEWLERS, INC. PROFIT SHARING 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