Plan Ledger DOL Form 5500 · updated monthly

Harry Winston, Inc.401(k)

HARRY WINSTON, INC. SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Harry Winston, Inc. reported $173,396 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $5,535 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.21% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 822nd-largest of 5,648 plans among New York employers on file, and the 388th of 5,215 in retail trade. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 474 to 609 since 2022.

Plan summary
Net assets, end of year$96,385,751
Participants with balances809
Active participants609
Employer contributions$3,371,118
Employee contributions$6,764,816
Employer contribution per active participant$5,535
Average account balance$119,142
Benefits paid to participants$6,259,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.4M · 809 accts · $3.4M emplr
2023$80.5M · 761 accts · $2.7M emplr
2022$64.3M · 669 accts · $2.3M emplr
The Harry Winston, Inc. 401(k) match · 2024
Employer contribution per active participant$5,535
Median for plans this size$3,635
2024$5,535 per active participant
2023$4,724 per active participant
2022$4,943 per active participant

Harry Winston, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)indirect comp
EQUITABLE ADVISORS LLC · Investment advisory (plan)$54,380
VANGUARD ADVISERS INC. · Investment advisory (participants)$31,368

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$173,396 · 0.20%
2023$154,486 · 0.21%
2022$142,622 · 0.21%
Same employer
Similar plansRetail Trade · New York
Tory Burch, LLC NY$117.7M · 0.19%
Global Industrial Company NY$110.1M · 0.06%
Eileen Fisher, Inc. NY$92.9M · 0.07%
Giorgio Armani Corporation NY$86.3M · 0.24%
Burberry Limited NY$85.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131479270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.