# Harry Winston, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harry-winston-inc-401k-plan

> Harry Winston, INC.'s 401(k) plan: 609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-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|—|—|—|—|

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