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Company:
Helzberg's Diamond Shops, Inc.
Plan:
Helzberg Diamonds Savings Plan
 

Helzberg's Diamond Shops, Inc.

50 Plan: Helzberg Diamonds Savings Plan

 
 
50
37
54
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (50) and the top rated plan (79) could equate to:
[How is this calculated?]
13 additional years of work
Up to $182,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Helzberg Diamonds Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Total Plan Cost. Helzberg Diamonds Savings Plan currently has over 3,200 active participants and over $85.3M in plan assets.

 

 Retirement Plan Details

Address 1825 Swift Avenue
North Kansas City, MO 64116-3671 
Industry Jewelry Stores
Administrator Cheryl Calderon
Sponsor J. Kevin Fitzpatrick
Net Plan Assets $85,300,000
Total Participants 3,300
Avg Account Balance $26,000

 Compare Other Companies in Peer Group

The Stride Rite 77.4
Long's Jewelers, Ltd. 58.1
Gordmans 52.4
Genesco 51.9
Shoe Carnival 49.2
Zale 48.7

 Top 3 Funds in this 401k

1. T. Rowe Price Retirement 2030 14%
2. T. Rowe Price Retirement 2025 12%
3. T. Rowe Price Retirement 2020 11%

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Pickett, Chaney & McMullen, LLP

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