# Udell Jewelers, INC. D/B/A London Jewelers & Affiliates 401(k) Plan
Source: https://planprovider.pro/companies/udell-jewelers-inc-d-b-a-london-jewelers-affiliates-401k-plan

> Udell Jewelers, INC. D/B/A London Jewelers & Affiliates's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/macias-gini-and-oconnell-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/udell-jewelers-inc-d-b-a-london-jewelers-affiliates-401k-plan)

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