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Original filing (PDF)20251012220801NAL0000566593001
HYPERFINE OPERATIONS, INC
Form 5500
FILING_RECEIVED
HYPERFINE OPERATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
141
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYPERFINE OPERATIONS, INC.
Plan sponsor
Name
HYPERFINE OPERATIONS, INC
EIN
46-4979424
Address
351 NEW WHITFIELD ST · GUILFORD, CT · 06437
Phone
(866) 796-6767
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
26 direct securities · 1 pooled fund· $8.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.6M
26 holdings
Common Collective Trust
$287K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $1.8M | 19.7% | |
| TIAA-CREF Lifecycle Index 2055 Institutional Fund Mutual fund | — | — | — | $871K | 9.8% | |
| TIAA-CREF Lifecycle Index 2045 Institutional Fund Mutual fund | — | — | — | $726K | 8.1% | |
| TIAA-CREF Lifecycle Index 2060 Institutional Fund Mutual fund | — | — | — | $641K | 7.2% | |
| T. Rowe Price Blue Chip Growth I Mutual fund | — | — | — | $637K | 7.1% | |
| TIAA-CREF Lifecycle Index 2035 Institutional Fund Mutual fund | — | — | — | $556K | 6.2% | |
| TIAA-CREF Lifecycle Index 2030 Institutional Fund Mutual fund | — | — | — | $426K | 4.8% | |
| TIAA-CREF Lifecycle Index 2025 Institutional Fund Mutual fund | — | — | — | $414K | 4.6% | |
| TIAA-CREF Lifecycle Index 2050 Institutional Fund Mutual fund | — | — | — | $349K | 3.9% | |
| Fidelity Total International Index Mutual fund | — | — | — | $333K | 3.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $287K | 3.2% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $251K | 2.8% | |
| TIAA-CREF Lifecycle Index 2040 Institutional Fund Mutual fund | — | — | — | $232K | 2.6% | |
| Putnam Large Cap Value R6 Mutual fund | — | — | — | $220K | 2.5% | |
| Loomis Sayles Small Cap Growth N Mutual fund | — | — | — | $218K | 2.4% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $203K | 2.3% | |
| Blackrock Mid-Cap Growth Equity Institutional Fund Mutual fund | — | — | — | $151K | 1.7% | |
| JPMorgan Core Bond R6 Mutual fund | — | — | — | $150K | 1.7% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $126K | 1.4% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $103K | 1.2% | |
| DFA US targeted Value I Mutual fund | — | — | — | $63K | 0.7% | |
| Participant loans 9.50%, various maturities | — | — | — | $62K | 0.7% | |
| PIMCO Income Institutional Fund Mutual fund | — | — | — | $48K | 0.5% | |
| TIAA-CREF Lifecycle Index 2065 Institutional Fund Mutual fund | — | — | — | $35K | 0.4% | |
| Schwab Self-Directed Brokerage Accounts Self-directed brokerage accounts | — | — | — | $35K | 0.4% | |
| TIAA-CREF Lifecycle Index Retirement Income Institutional Fund Mutual fund | — | — | — | $30K | 0.3% | |
| TIAA-CREF Lifecycle Index 2020 Institutional Fund Mutual fund | — | — | — | $6K | <0.1% |
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