Harry Winston, Inc. Employees' Retirement Plan
Sponsored by Harry Winston, Inc. · EIN 131479270 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 9
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors, Llc | Investment advisory (plan) | $41,134 |
| Penchecks | Direct payment from the plan | $11,574 |