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Original filing (PDF)20251015161852NAL0005400129001
BYHEART, INC.
Form 5500
FILING_RECEIVED
BYHEART INC 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
307
Accounts w/ balance
301
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund "" is 42% of plan.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BYHEART, INC..
Plan sponsor
Name
BYHEART, INC.
EIN
81-5080839
Address
131 VARICK STREET · 11TH FLOOR · NEW YORK, NY · 10013
Phone
(610) 301-7808
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $23K | — |
Investments
20 direct securities· $7.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund " | — | — | — | $3.1M | 41.4% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $1.8M | 24.5% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $770K | 10.5% | |
| Vanguard Real Estate Index Fund " | — | — | — | $516K | 7.0% | |
| Vanguard Total International Bond Index Fund " | — | — | — | $359K | 4.9% | |
| Vanguard 500 Index Fund " | — | — | — | $175K | 2.4% | |
| Vanguard Small Cap Value Index Fund " | — | — | — | $130K | 1.8% | |
| Participant Loans (7.25% - 9.50%) - | — | — | — | $77K | 1.0% | |
| Vanguard Intermediate-Term Bond Index Fund " | — | — | — | $62K | 0.8% | |
| Vanguard Small Cap Index Fund " | — | — | — | $51K | 0.7% | |
| Vanguard Value Index Fund " | — | — | — | $41K | 0.6% | |
| Vanguard Growth Index Fund " | — | — | — | $40K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund " | — | — | — | $38K | 0.5% | |
| Vanguard Developed Markets Index Fund " | — | — | — | $35K | 0.5% | |
| Vanguard Mid Cap Index Fund " | — | — | — | $24K | 0.3% | |
| Vanguard Small Cap Growth Index Fund " | — | — | — | $16K | 0.2% | |
| DFA International Core Equity 2 Fund " ** 410 DFA International Value I Fund " | — | — | — | $15K | 0.2% | |
| Vanguard Short-Term Bond Index Fund " | — | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund " | — | — | — | $10K | 0.1% | |
| BANC Master Deposit Account A Interest bearing cash ** 3 DFA Emerging Markets Small Cap I Fund Mutual fund ** 213 DFA Emerging Markets Value I Fund " | — | — | — | $8K | 0.1% |
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