What public Form 5500 filings show about the Santafe Healthcare, Inc. 401(k) plan — and how to find and check your own account.
Santafe Healthcare, Inc. (EIN 59-2317607) reports SANTAFE HEALTHCARE, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $62.3M in plan assets across 312 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 Healthcare, Inc. filing — schedules, fees, and providers.
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 Healthcare, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): US INSTITUTIONAL, ANGELL PENSION GROUP, LEGAL & GENERAL INVESTMENT MGMT, CQL MANAGEMENT, PRINCIPAL BANK.
