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Original filing (PDF)20251009152002NAL0003696739001
HENRY SCHEIN ONE, LLC
Form 5500
FILING_RECEIVED
HENRY SCHEIN ONE 401(K) PLAN
401(k) retirement plan
Active participants
1,299
Accounts w/ balance
1,171
Plan assets (EOY)
$85.8M
Net assets (EOY)
$85.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY SCHEIN ONE, LLC.
Plan sponsor
Name
HENRY SCHEIN ONE, LLC
EIN
82-3417064
Address
1220 SOUTH 630 EAST · AMERICAN FORK, UT · 84003
Phone
(801) 763-9300
Industry
Custom Computer Programming· 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LARSON & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $113K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $65K | — |
Investments
30 direct securities · 3 pooled funds· $85.8M(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
$81.9M
30 holdings
Common Collective Trust
$3.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fid Fdm Idx 2040 Prm | — | — | — | $11.9M | 13.8% | |
| Fidelity Investments Fid Fdm Idx 2035 Prm | — | — | — | $10.9M | 12.7% | |
| Fidelity Investments Fid 500 Index | — | — | — | $8.7M | 10.1% | |
| Fidelity Investments Fid Fdm Idx 2045 Prm | — | — | — | $7.7M | 8.9% | |
| Fidelity Investments Fid Fdm Idx 2050 Prm | — | — | — | $7.0M | 8.2% | |
| Fidelity Investments Fid Fdm Idx 2030 Prm | — | — | — | $6.4M | 7.5% | |
| Fidelity Investments Fid Fdm Idx 2055 Prm | — | — | — | $5.4M | 6.2% | |
| Dodge & Cox Dodge & Cox Stock I | — | — | — | $2.9M | 3.4% | |
| T. Rowe Price Trp Large-Cap Grth I | — | — | — | $2.3M | 2.7% | |
| Fidelity Investments Fid Fdm Idx 2060 Prm | — | — | — | $2.1M | 2.5% | |
| Fidelity Investments Fid Fdm Idx 2025 Prm | — | — | — | $2.1M | 2.4% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $2.0M | 2.4% | |
| account balances. Maturities range from 2025 to 2031. | — | — | — | $1.7M | 2.0% | |
| Fidelity Investments Fid US Bond Idx | — | — | — | $1.6M | 1.9% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Fidelity Investments Fid Fdm Idx 2020 Prm | — | — | — | $1.3M | 1.5% | |
| Fidelity Investments Fid Diversfd Intl K6 | — | — | — | $1.3M | 1.5% | |
| AF Europac Growth R6 | — | — | — | $1.2M | 1.4% | |
| Fidelity Investments Fid Mid Cap Idx | — | — | — | $1.2M | 1.4% | |
| Victory Sycamore Victory S Estb Val I | — | — | — | $1.1M | 1.3% | |
| Undiscovered Managers Um Behavioral Val R6 | — | — | — | $1.1M | 1.2% | |
| Fidelity Investments Fid Intl Index | — | — | — | $1.0M | 1.2% | |
| Vanguard Vang Sm Cap Idx Adm | — | — | — | $675K | 0.8% | |
| Janus Henderson J H Triton N | — | — | — | $597K | 0.7% | |
| Principal Global Pif Real Est Sec R6 | — | — | — | $514K | 0.6% | |
| Fidelity Investments Fid Low-Priced St K6 | — | — | — | $489K | 0.6% | |
| Fidelity Investments Fid Fdm Idx 2065 Prm | — | — | — | $361K | 0.4% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $345K | 0.4% | |
| AF New World R6 | — | — | — | $292K | 0.3% | |
| Fidelity Investments Fid Fdm Idx 2015 Prm | — | — | — | $45K | <0.1% | |
| Fidelity Investments Fid Fdm Idx Inc Prm | — | — | — | $29K | <0.1% | |
| Fidelity Investments FID Govt Money Market Fund | — | — | — | $24K | <0.1% | |
| Fidelity Investments Fid Fdm Idx 2010 Prm | — | — | — | $2K | <0.1% |
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