How big is Sante Operations, LLC's plan?

Sante Operations, LLC's plan reported $12.0M in assets and 1,462 participants for 2024.

Original filing (PDF)20251008183831NAL0003496595001

Sante Operations, LLC

Name: Sante Operations, LLC — Sante Operations, LLC 401(k), Form 5500 (2024)
Creator: Sante Operations, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sante Operations, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sante Operations, LLC's Sante Operations, LLC 401(k) Profit Sharing Plan and Trust held $12.0M in plan assets for 1,462 participants in 2024, with Empower as recordkeeper.

Signals · 3

100% in single holdingCorrective distributions issued~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

People on this filing

Plan Sponsor signed Sante Operations, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sante Operations, LLC's EIN is 27-3161091.

EIN 27-3161091

Plan number 001

Plan year 2024

ACK ID 20251008183831NAL0003496595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sante Operations, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sante Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTE OPERATIONS, LLC.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (4th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

SANTE OPERATIONS, LLC

EIN

all filings

Address

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

Phone

(971) 599-5017

Industry

Health Care & Social Assistance

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	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$22K	—