# Santafe Health Endowment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santafe-health-endowment-inc-331858227-003

> Santafe Health Endowment, INC.'s 401(k) plan: 481 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Santafe Health Endowment, INC.

- **Sponsor EIN:** 331858227

- **Sponsor Address:** 4300 NORTHWEST 89TH BLVD, GAINESVILLE, FL, 326065688

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 481

- **Total Assets:** $41.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|481|$41.2M|$0|$0|

## 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|

| LINCOLN NATIONAL CORPORATION|Other Service Provider|$92,155|—|$92,155|

| U.S. INSTITUTIONAL CORP.|Investment Advisor|$74,450|—|$74,450|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $166,605

- **Estimated Expense Ratio:** 0.404% 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|

| 2025|$28,735,221|$74,450|$92,155|—|—|

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