Original filing (PDF)20251008183831NAL0003496595001

SANTE OPERATIONS, LLC

Name: SANTE OPERATIONS, LLC — SANTE OPERATIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SANTE OPERATIONS, LLC

Form 5500

FILING_RECEIVED

SANTE OPERATIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

~126 bps in Sched C fees

Active participants

1,462

Accounts w/ balance

1,363

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTE OPERATIONS, LLC.

Plan sponsor

Name

SANTE OPERATIONS, LLC

EIN

27-3161091

Address

1220 20TH STREET SE SUITE 310 · SALEM, OR · 97302

Phone

(971) 599-5017

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$88K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOSTER & WOOD INC DBA FOSTER & WOOD	—	LAKE OSWEGO, OR	INVESTMENT ADVISOR	$41K	—

Other

Name	EIN	Location

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.