Department of Labor filing

BORSHEIM JEWELRY COMPANY, INC.

BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Feb 12, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,697

Reported employer contributions per active participant.

Higher than about 83% of comparable plans

#People in the filing

186

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$156 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 35% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions83rd percentileTypical peer $1,526 · based on 72 comparable plans

Lower reported administrative expense35th percentileTypical peer $89 · based on 77 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BORSHEIM JEWELRY COMPANY, INC. reported $501,680 in employer contributions across the plan and 186 active participants. That works out to $2,697 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 80.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $501,680
Participant contributions: $964,172
Other contributions: $241,976
Employer share of reported contributions: 34.2%
Beginning assets: $18,169,871
Ending assets: $20,872,787
Ending net assets: $20,872,787
Ending liabilities: $0
Total income: $4,023,215
Total expenses: $1,320,299
Administrative expenses: $37,491
Participant loans: $17,382

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,495

2023

$2,408

2024

$2,697

Plan-paid administrative expenses per participant

2022

$87

2023

$95

2024

$156

Active participants

2022

183

2023

195

2024

186

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,697	186	20.9M	20260212140646NAL0000226370001
2023	$2,408	195	18.2M	20240906154207NAL0001310529001
2022	$2,495	183	17M	20231004115446NAL0013343699001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 470546003-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 1978
Industry: Retail trade
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2E3D2G2J2K2F2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
MUTUAL OF OMAHA	2024	Not reported	unknown
UNITED OF OMAHA	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260212140646NAL0000226370001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗