Plan Snapshot
- Plan Sponsor: Sante Health Systems, INC.
- Sponsor EIN: 770382381
- Sponsor Address: 7370 NORTH PALM AVENUE, SUITE 101, FRESNO, CA, 93711
- Plan Type: 401(k)
- Total Participants: 868
- Total Assets: $35.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 868 | $35.5M | $665,486 | $1.9M |
| 2023 | 894 | $31.9M | $681,002 | $2.0M |
| 2022 | 912 | $28.5M | $678,207 | $1.9M |
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 |
|---|---|---|---|---|
| BAERG & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,680 | — | $32,680 | — | — |
| 2023 | $248,078 | — | $248,078 | — | — |
| 2022 | $247,665 | — | $247,665 | — | — |