# Harry Winston, INC. DB Plan
Source: https://planprovider.pro/companies/harry-winston-inc-plan-001

> Harry Winston, INC.'s DB plan: 9 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:** 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|

## Similar Plans

- [D & W Jewelry Co.](https://planprovider.pro/companies/d-w-jewelry-co-plan-002) — 4 participants

- [Jewelry On Park Ltd](https://planprovider.pro/companies/jewelry-on-park-ltd-plan) — 15 participants

- [Jlc Jewelers, Ltd](https://planprovider.pro/companies/jlc-jewelers-ltd-plan) — 15 participants

- [Abrimian Bros Corp](https://planprovider.pro/companies/abrimian-bros-corp-401k-plan) — 16 participants

- [D & W Jewelry Co.](https://planprovider.pro/companies/d-w-jewelry-co-plan-001) — 2 participants

- [Trianon Collection INC](https://planprovider.pro/companies/trianon-collection-inc-plan) — 25 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harry-winston-inc-plan-001)

© 2026 PlanProvider.Pro