# Sante Operations, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sante-operations-llc-401k-plan

> Sante Operations, LLC's 401(k) plan: 1,462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sante Operations, LLC

- **Sponsor EIN:** 273161091

- **Sponsor Address:** 1220 20TH STREET SE SUITE 310, SALEM, OR, 97302

- **Plan Type:** 401(k)

- **Total Participants:** 1,462

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,462|$12.0M|$323,770|$2.1M|

| 2023|1,064|$10.1M|$328,791|$2.0M|

| 2022|1,090|$7.9M|$222,701|$1.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$87,564|—|$87,564|

| FOSTER & WOOD INC DBA FOSTER & WOOD|INVESTMENT ADVISOR|$40,907|—|$40,907|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$22,392|—|$22,392|

| GEFFEN MESHER AND COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GEFFEN MESHER AND COMPANY, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,863

- **Estimated Expense Ratio:** 1.260% 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|$150,863|$63,299|—|—|—|

| 2023|$114,223|$33,714|—|—|—|

| 2022|$44,409|$8,877|$35,532|—|—|

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