# Henry Schein INC. 401(k) Plan
Source: https://planprovider.pro/companies/henry-schein-inc-401k-plan-001

> Henry Schein INC.'s 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Henry Schein INC.

- **Sponsor EIN:** 581853076

- **Sponsor Address:** ONE BRASSELER BOULEVARD, SAVANNAH, GA, 31419

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

- **Total Participants:** 395

- **Total Assets:** $60.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|395|$60.7M|$1.4M|$2.7M|

| 2023|387|$56.2M|$2.4M|$1.5M|

| 2022|383|$46.3M|$1.2M|$2.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,185|—|$22,185|

| CAINES, HODGES & COMPANY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,185

- **Estimated Expense Ratio:** 0.037% 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|$23,598|$1,413|—|—|—|

| 2023|$45,256|$236|—|$13,400|—|

| 2022|$49,534|—|—|—|—|

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