# Byheart, INC. 401(k) Plan
Source: https://planprovider.pro/companies/byheart-inc-401k-plan

> Byheart, INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Byheart, INC.

- **Sponsor EIN:** 815080839

- **Sponsor Address:** 131 VARICK STREET, NEW YORK, NY, 10013

- **Plan Type:** 401(k)

- **Total Participants:** 307

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|307|$7.4M|$1.2M|$2.1M|

| 2023|192|$4.1M|$576,680|$897,833|

| 2022|119|$1.9M|$405,258|$672,742|

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORDKEEPER|$22,628|—|$22,628|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,628

- **Estimated Expense Ratio:** 0.307% 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|$22,628|$22,628|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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