Plan Snapshot
- Plan Sponsor: Udell Jewelers, INC. D/B/A London Jewelers & Affiliates
- Sponsor EIN: 112393206
- Sponsor Address: 28 SCHOOL ST, GLEN COVE, NY, 115422512
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 267 | $16.4M | $281,352 | $1.2M |
| 2023 | 263 | $14.1M | $250,857 | $1.1M |
| 2022 | 230 | $12.1M | $285,334 | $938,081 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $43,513 | — | $43,513 |
| CAPITAL GROUP RETIRMT PLAN SERVICES | RECORDKEEPER | $21,078 | — | $21,078 |
| MACIAS, GINI & O'CONNELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS, GINI & O'CONNELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,591
- Estimated Expense Ratio: 0.394% 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 | $63,841 | $39,838 | $2,925 | — | — |
| 2023 | $50,811 | — | $50,811 | — | — |
| 2022 | $45,085 | — | $45,085 | — | — |