Original filing (PDF)20251015083455NAL0002111715002

Sanitas USA, Inc.

Name: Sanitas USA, Inc. — Sanitas USA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Sanitas USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sanitas USA, Inc. 401(k) Plan

401(k) retirement plan · Sanitas USA, Inc.'s Sanitas USA, Inc. 401(k) Plan held $21.5M in plan assets for 2,102 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

2,102

Accounts w/ balance

2,484

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 1341K (17% of contributions).
Total administrative cost in the bottom quartile of peers (19th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANITAS USA, INC..

Plan sponsor

Name

SANITAS USA, INC.

EIN

38-3936748all filings

Address

8400 NW 33RD STREET · SUITE 201 · DORAL, FL · 33172

Phone

(561) 453-5823

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

2025-10-15

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	INVESTMENT ADVISOR	$49K	—

Investments

33 direct securities· $21.5M(100% of reported assets)

Other securities

$18.6M

21 holdings

Common Collective Trusts

$1.8M

4 holdings

Bonds / Notes

$426K

1 holding

Stable Value

$331K

1 holding

Mutual Funds

$214K

3 holdings

Common Stocks

$161K

1 holding

Agency / Mortgage-Backed

$41K

1 holding

Participant loans

$11K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$17.8M Fidelity$1.3M BlackRock / iShares$476K Prudential / PGIM$161K Eaton Vance / Calvert$110K Wells Fargo / Allspring$102K Invesco$92K American Funds (Capital Group)$90K Principal

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					% of plan
T. Rowe Price TRP Retirement 2045 Fund	Other securities	—	—	$3.1M	14.2%
T. Rowe Price TRP Retirement 2040 Fund	Other securities	—	—	$2.7M	12.7%
T. Rowe Price TRP Retirement 2050 Fund	Other securities	—	—	$2.7M	12.4%
T. Rowe Price TRP Retirement 2035 Fund	Other securities	—	—	$2.5M	11.6%
T. Rowe Price TRP Retirement 2055 Fund	Other securities	—	—	$2.0M	9.3%
T. Rowe Price TRP Retirement 2025 Fund	Other securities	—	—	$1.5M	7.1%
T. Rowe Price TRP Retirement 2030 Fund	Other securities	—	—	$1.4M	6.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.3M	6.0%
T. Rowe Price TRP Retirement 2060 Fund	Other securities	—	—	$1.2M	5.5%
T. Rowe Price TRP Retirement 2015 Fund	Other securities	—	—	$574K	2.7%
Notes Receivable Interest rates ranging from 5.25% to 10.50%, maturity $ --	Bonds / Notes	—	—	$426K	2.0%
Putnam Stable Value Fund	Stable Value	—	—	$331K	1.5%
ClearBridge Large Cap Growth Fund Class IS	Other securities	—	—	$229K	1.1%
BlackRock iShares MSCI EAFE International Index Fund Class K	Common Collective Trusts	—	—	$218K	1.0%
BlackRock iShares Russell Mid-Cap Index Fund Class K	Common Collective Trusts	—	—	$180K	0.8%
PGIM Jennison Small Company Fund Class R6	Common Stocks	—	—	$161K	0.8%
T. Rowe Price TRP Retirement 2020 Fund	Other securities	—	—	$137K	0.6%
Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Class I	Other securities	—	—	$110K	0.5%
Allspring ALS Special Small Cap Value Fund Class R6	Other securities	—	—	$102K	0.5%
Invesco Diversified Dividend Fund Class R6	Mutual Funds	—	—	$92K	0.4%
Capital Group American Funds New World Fund Class R6	Mutual Funds	—	—	$90K	0.4%
Principal Real Estate Securities Fund Institutional Class	Other securities	—	—	$85K	0.4%
Victory Capital Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$82K	0.4%
BlackRock iShares U.S. Aggregate Bond Index Fund Class R-6	Common Collective Trusts	—	—	$78K	0.4%
American Century American Century Inflation Adjusted Bond Fund R5	Other securities	—	—	$59K	0.3%
Class Voya Financial Voya GNMA Income Fund Class I	Agency / Mortgage-Backed	—	—	$41K	0.2%
Franklin Templeton Western Asset Core Bond Fund Class IS	Mutual Funds	—	—	$32K	0.1%
First Eagle First Eagle Global Fund Class I	Other securities	—	—	$24K	0.1%
Van Eck Van Eck CM Commodity Index I	Other securities	—	—	$23K	0.1%
AllianceBernstein AB High Income Fund Class Z	Other securities	—	—	$20K	<0.1%
AllianceBernstein AB Global Bond Class Z	Other securities	—	—	$15K	<0.1%
The difference in the notes receivable from participants amount in the accompanying Statement of Net Assets Available for Benefits represents $10,750 of outstanding participant loans defaulted as of December 31, 2024.	Participant loans	—	—	$11K	<0.1%
Metropolitan West Metropolitan West Total Return Bond Fund Class I	Other securities	—	—	$10K	<0.1%

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