# Fink'S Jewelers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fink-s-jewelers-inc-540472173-001

> Fink'S Jewelers, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fink'S Jewelers, INC.

- **Sponsor EIN:** 540472173

- **Sponsor Address:** 3545 ELECTRIC ROAD, ROANOKE, VA, 24018

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 110

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|110|$18.1M|$307,211|$1.0M|

| 2023|98|$19.0M|$280,961|$962,909|

| 2022|99|$17.1M|$270,777|$917,359|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CAPFINANCIAL PARTNERS LLC|Investment Advisor|$44,488|—|$44,488|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$12,877|—|$12,877|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,365

- **Estimated Expense Ratio:** 0.317% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,365|$44,488|—|—|—|

| 2023|$62,042|$44,806|—|—|—|

| 2022|$54,871|—|—|—|—|

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- [Liljenquist & Beckstead](https://planprovider.pro/companies/liljenquist-beckstead-401k-plan) — 88 participants

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