Robert Scott signed Harry Winston, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harry Winston, Inc.'s EIN is 13-1479270.
Download the official 2024 Form 5500 (PDF) for Harry Winston, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harry Winston, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | 13-4071393 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENCHECKS | 33-6134835 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | $424K | $508K | 7.3% | |
| JPMorgan U.S. Treasury Plus Money Market Fund | Cash / Money Market | — | $405K | $424K | 6.1% | |
| Goldman Sachs GQG Partners Intl Opptys Investor Cl R | Other securities | — | $336K | $374K | 5.4% | |
| Vanguard Value ETF | Mutual Funds | — | $311K | $365K | 5.2% | |
| Invesco QQQ ETF | Mutual Funds | — | $277K | $352K | 5.0% | |
| SPDR Portfolio S&P 500 Value ETF | Common Collective Trusts | — | $255K | $317K | 4.5% | |
| Credit Suisse AG NY | Common Stocks | — | $101K | $268K | 3.8% | |
| iShares Core S&P Mid Cap ETF | Other securities | — | $210K | $227K | 3.3% | |
| Sector Healthcare Select Sector SPDR ETF | Other securities | — | $209K | $212K | 3.0% | |
| Vanguard High Dividend Yield ETF | Mutual Funds | — | $187K | $209K | 3.0% | |
| Broadridge Financial SLTNS Inc. | Common Stocks | — | $191K | $196K | 2.8% | |
| Wells Fargo and Company | Common Stocks | — | $196K | $196K | 2.8% | |
| Lloyd BKG Group PLC | Common Stocks | — | $191K | $195K | 2.8% | |
| Cigna Corp SR Note CPN | Common Stocks | — | $197K | $193K | 2.8% | |
| United States Treasury | U.S. Treasuries | — | $192K | $192K | 2.8% | |
| iShares Russell 2000 ETF | Common Collective Trusts | — | $143K | $170K | 2.4% | |
| United States Treasury | U.S. Treasuries | — | $139K | $119K | 1.7% | |
| Banc One | Other securities | — | $117K | $107K | 1.5% | |
| Pioneer Nat Co | Common Stocks | — | $109K | $107K | 1.5% | |
| Assured GTY US HLDGS | Common Stocks | — | $107K | $104K | 1.5% | |
| Merril Lynch and Co | Common Stocks | — | $109K | $102K | 1.5% | |
| Morgan Stanley | Other securities | — | $105K | $100K | 1.4% | |
| Toronto Dominion Bank | Other securities | — | $100K | $100K | 1.4% | |
| CBRE Services Inc. | Common Stocks | — | $101K | $100K | 1.4% | |
| JP Morgan Chase & Co | Common Stocks | — | $109K | $100K | 1.4% | |
| Royal Bank Canada Sub | Other securities | — | $99K | $100K | 1.4% | |
| Health Care REIT Inc. | Common Stocks | — | $98K | $100K | 1.4% | |
| Citigroup Inc. | Common Stocks | — | $101K | $99K | 1.4% | |
| JP Morgan Chase & Co | Common Stocks | — | $97K | $99K | 1.4% | |
| Goldman Sachs Grp Inc. | Common Stocks | — | $100K | $98K | 1.4% | |
| Bank of America | Other securities | — | $101K | $98K | 1.4% | |
| Brighthouse Financial Inc. | Common Stocks | — | $98K | $97K | 1.4% | |
| Coca Cola Company | Common Stocks | — | $281K | $93K | 1.3% | |
| Bank New York Mellon | Other securities | — | $95K | $93K | 1.3% | |
| Amazon.com Inc. SR GLBL NT1 | Common Stocks | — | $102K | $93K | 1.3% | |
| Bank of America | Other securities | — | $54K | $53K | 0.8% | |
| Discover Bank | Other securities | — | $53K | $53K | 0.8% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | $50K | $49K | 0.7% | |
| Oracle | Other securities | — | $46K | $48K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
