LEA Cummings signed Helzberg Diamond Shops LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helzberg Diamond Shops LLC's EIN is 44-0553741.
Download the official 2024 Form 5500 (PDF) for Helzberg Diamond Shops LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helzberg Diamond Shops LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | WICHITA, KS | NONE | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $24.0M | 17.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.8M | 16.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $16.1M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.2M | 9.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.6M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.3M | 4.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.1M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.6% | |
| JP Morgan Large-Cap Growth Fund Mutual Fund | Other securities | — | — | $4.8M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| T.Rowe Price Mid-Cap Value Fund Mutual Fund | Other securities | — | — | $2.3M | 1.7% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.8M | 1.4% | |
| Notes Receivable from Participants Various participants, interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 1.1% | |
| Goldman Sachs GQG Partners Int Opps Mutual Fund | Other securities | — | — | $1.4M | 1.0% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| JP Morgan Mid-Cap Growth Fund Mutual Fund | Other securities | — | — | $919K | 0.7% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $504K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $456K | 0.3% | |
| T. ROWE PRICE RET BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $427K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $151K | 0.1% | |
| US Treasury Money Fund Mutual Fund | U.S. Treasuries | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PICKETT, CHANEY, & MCMULLEN LLP | — | OVERLAND PARK, KS | NONE | $12K | — |
