Plan Snapshot
- Plan Sponsor: Harry Winston, INC.
- Sponsor EIN: 131479270
- Sponsor Address: 717 FIFTH AVENUE, NEW YORK, NY, 10022
- Plan Type: DB
- Total Participants: 9
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9 | $7.0M | $122,434 | $0 |
| 2023 | 9 | $7.0M | $147,744 | $0 |
| 2022 | 11 | $6.9M | $68,760 | $0 |
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 | $41,134 | — | $41,134 |
| PENCHECKS | NONE | $11,574 | — | $11,574 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,708
- Estimated Expense Ratio: 0.755% 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 | $52,708 | $41,134 | $11,574 | — | — |
| 2023 | $51,072 | $39,612 | $11,460 | — | — |
| 2022 | $63,787 | $52,231 | — | — | $11,556 |