Helzberg Diamond Shops 401(k) match, vesting and fees
What Helzberg Diamond Shops' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Helzberg Diamond Shops: employer contribution per participant | $1,063 | |
| Peer median | $1,023 |
| Helzberg Diamond Shops: average balance | $115,334 | |
| Peer median | $43,395 |
| Helzberg Diamond Shops: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $140M at the end of plan year 2021 to $135M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,382 | $135M | $1.2M | $1,063 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 2,423 | $126M | $1.2M | $1,002 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 2,481 | $115M | $1.2M | $996 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 2,554 | $140M | $670K | $512 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Helzberg Diamond Shops match 401(k) contributions?
The match terms for the Helzberg Diamonds Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,063 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Helzberg Diamond Shops 401(k) match vested?
The vesting schedule for the Helzberg Diamonds Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Helzberg Diamond Shops 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Helzberg Diamond Shops LLC.
I left Helzberg Diamond Shops. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Helzberg Diamond Shops LLC, (816) 627-1407) or the recordkeeper, T Rowe Price Rps Inc. The Helzberg Diamond Shops old 401(k) page lists the contacts from every plan filing. Find an old Helzberg Diamond Shops 401(k)
Data from the public Form 5500 annual reports Helzberg Diamond Shops filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Helzberg Diamond Shops. Not financial advice. Report a correction · Methodology