Zale Corporation 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2015. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Zale Corporation 401(k) Plan Facts (plan year 2015)

Plan name
ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ZALE CORPORATION
Participants
175 (201 active employees)
Former employees with a balance
60
Plan assets
$964,062 at Dec 31, 2015
Average account balance
$6,260 across 154 accounts
Employer contributions
$27,844 in plan year 2015 (25% of all contributions)
Plan year
Jan 1, 2015 – Dec 31, 2015
Plan established
Jan 1, 2008
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Dec 31, 2015), filed Oct 12, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2015

  • $110,375 went into the plan in contributions, $27,844 of it from the employer (25%).
  • $208,681 was paid out to participants.
  • Investment and other income added $4,387.
  • Administrative expenses were $910, about $6 per account.

How the Zale Corporation 401(k) changed, 2010–2015

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2010200$1.91 million—$128,729
2011235$1.83 million—$144,156
2012221$1.41 million—$731,193
2013267$1.32 million$0$382,681
2014202$1.06 million$0$406,129
2015175$964,062$27,844$208,681

Zale Corporation 401(k) Contact Information

Phone
972-580-4000
Mailing address
901 W. WALNUT HILL LANE, IRVING TX 75038
Plan sponsor
ZALE CORPORATION
Employer identification number (EIN)
75-0675400
Plan number
003

Questions about the Zale Corporation 401(k)

Is the Zale Corporation 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2015, and no later filing was found under this employer's EIN.

Does Zale Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2015 the employer contributed $27,844, 25% of all contributions.

Does the Zale Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Zale Corporation 401(k) plan?

175 participants at the start of plan year 2015, 201 of them active employees, and 60 former employees who still had money in the plan.

What is the average 401(k) balance at Zale Corporation?

About $6,260 per account: $964,062 in plan assets across 154 accounts with a balance at the end of plan year 2015.

Who manages the Zale Corporation 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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