Plan Snapshot
- Plan Sponsor: Henry Schein One, LLC
- Sponsor EIN: 823417064
- Sponsor Address: 1220 SOUTH 630 EAST, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 1,299
- Total Assets: $85.8M
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 | 1,299 | $85.8M | $3.0M | $7.4M |
| 2023 | 1,313 | $72.9M | $2.7M | $6.6M |
| 2022 | 1,396 | $56.0M | $1.1M | $2.9M |
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 | $112,765 | — | $112,765 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $65,000 | — | $65,000 |
| LARSON & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- LARSON & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,765
- Estimated Expense Ratio: 0.207% 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 | $177,765 | $65,000 | — | — | — |
| 2023 | $160,400 | $65,000 | — | — | — |
| 2022 | $39,758 | — | — | — | — |