# Sante Health Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sante-health-systems-inc-401k-plan

> Sante Health Systems, INC.'s 401(k) plan: 868 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|INVESTMENT ADVISORY|—|$96,670|$96,670|

| NATIONAL BENEFIT SERVICES|TPA|$16,825|—|$16,825|

| NATIONWIDE|TRUST CUSTODIAN|$8,862|$2,690|$11,552|

| BRINKER CAPITAL INVESTMENTS|MONEY MANAGER|$6,993|—|$6,993|

| BAERG & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — TRUST CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,040

- **Estimated Expense Ratio:** 0.372% 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|$32,680|—|$32,680|—|—|

| 2023|$248,078|—|$248,078|—|—|

| 2022|$247,665|—|$247,665|—|—|

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