Helzberg Diamonds Savings Plan
Sponsored by Helzberg Diamond Shops Llc · EIN 440553741 · Plan #001
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 1,965
- With balances
- 1,169
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $113,279 |
| Prime Capital Investment Advisors | Consulting (general), Investment advisory (plan), Direct payment from the plan | $33,000 |
| Pickett, Chaney, & Mcmullen Llp | Accounting, Direct payment from the plan | $11,850 |