Santafe Health Endowment, Inc. 401(k) Plan
What public Form 5500 filings show about the Santafe Health Endowment, Inc. 401(k) plan — and how to find and check your own account.
The Santafe Health Endowment, Inc. 401(k) on its latest Form 5500
Santafe Health Endowment, Inc. (EIN 33-1858227) reports SANTAFE HEALTH ENDOWMENT, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $41.2M in plan assets across 14 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Santafe Health Endowment, Inc. filing — schedules, fees, and providers.
Who runs the Santafe Health Endowment, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Santafe Health Endowment, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): U S INSTITUTIONAL.
How to check your Santafe Health Endowment, Inc. 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask Santafe Health Endowment, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).