# Henry Schein One, LLC 401(k) Plan
Source: https://planprovider.pro/companies/henry-schein-one-llc-401k-plan

> Henry Schein One, LLC's 401(k) plan: 1,299 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 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [LARSON & CO](https://planprovider.pro/provider/larson-and-company-pc) — 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|—|—|—|—|

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