Plan Snapshot
- Plan Sponsor: Santafe Healthcare, INC.
- Sponsor EIN: 592317607
- Sponsor Address: 4300 NW 89TH BLVD, GAINESVILLE, FL, 326065688
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $62.3M
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. |
|---|---|---|---|---|
| 2024 | 312 | $62.3M | $1.5M | $2.0M |
| 2023 | 824 | $66.8M | $1.4M | $2.3M |
| 2022 | 1,227 | $105.2M | $2.1M | $4.7M |
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 | SERVICE PROVIDER | $119,897 | — | $119,897 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,897
- Estimated Expense Ratio: 0.193% 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 |
|---|---|---|---|---|---|
| 2024 | $119,945 | $48 | $119,897 | — | — |
| 2023 | $111,218 | — | $111,218 | — | — |
| 2022 | $133,757 | — | $117,373 | — | $16,114 |