# Santafe Healthcare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santafe-healthcare-inc-401k-plan

> Santafe Healthcare, INC.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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