Plan Snapshot
- Plan Sponsor: Harry Winston, INC.
- Sponsor EIN: 131479270
- Sponsor Address: 718 FIFTH AVENUE, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $96.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 609 | $96.4M | $3.4M | $6.8M |
| 2023 | 566 | $80.5M | $2.7M | $5.6M |
| 2022 | 474 | $64.3M | $2.3M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | NONE | $54,380 | — | $54,380 |
| VANGUARD ADVISERS INC. | NONE | $31,368 | — | $31,368 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,748
- Estimated Expense Ratio: 0.089% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $173,396 | — | — | — | — |
| 2023 | $154,486 | — | — | — | — |
| 2022 | $142,622 | — | — | — | — |