Henry Schein, Inc. 401(k) Savings Plan
Sponsored by Henry Schein, Inc. · EIN 113136595 · Plan #003
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 7,079
- With balances
- 9,985
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $596,298 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $531,786 |
| Alterity Group, Llc | Consulting (general) | $80,000 |
| State Street Global Advisors Trust | Investment advisory (plan) | $62,500 |
| Aon Investments Usa Inc | Investment advisory (plan) | $57,938 |
| Proskauer | Legal | $20,642 |