Plan Snapshot
- Plan Sponsor: Santafe Healthcare, INC.
- Sponsor EIN: 592317607
- Sponsor Address: 4300 NORTHWEST 89TH BLVD, GAINESVILLE, FL, 326065688
- Plan Type: DB
- Plan Number: 001
- Total Participants: 14
- Total Assets: $105.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 14 | $105.2M | $3.8M | $0 |
| 2022 | 18 | $103.5M | $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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | Other Service Provider | $207,591 | — | $207,591 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $141,090 | — | $141,090 |
| US INSTITUTIONAL CORP | Other Service Provider | $100,000 | — | $100,000 |
| PRINCIPAL BANK | Other Service Provider | $44,122 | — | $44,122 |
| WELLINGTON INVESTMENT CORPORATION | Other Service Provider | $25,175 | — | $25,175 |
| MILLIMAN FINANCIAL RISK MGMT LLC | Recordkeeper | $13,767 | — | $13,767 |
| CQL MANAGEMENT LLC | Other Service Provider | $11,883 | — | $11,883 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN FINANCIAL RISK MGMT LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $543,628
- Estimated Expense Ratio: 0.517% 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 |
|---|---|---|---|---|---|
| 2023 | $1,661,094 | $278,308 | $163,672 | $897 | — |
| 2022 | $1,434,551 | — | $40,179 | — | $259,263 |