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Original filing (PDF)20251003072745NAL0001149809001
SANTAFE HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
SANTAFE HEALTHCARE, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
312
Accounts w/ balance
935
Plan assets (EOY)
$62.3M
Net assets (EOY)
$62.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTAFE HEALTHCARE, INC..
Plan sponsor
Name
SANTAFE HEALTHCARE, INC.
EIN
59-2317607
Address
4300 NW 89TH BLVD · GAINESVILLE, FL · 326065688
Phone
(352) 554-9671
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $120K | — |
Investments
32 direct securities· $61.7M(99% of reported assets)
Uncategorized
$61.0M
30 holdings
OTHER
$552K
1 holding
Mutual Funds
$132K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment Contract * Lincoln National Life Insurance Co. Lincoln Stable Value Account # | — | — | — | $9.1M | 14.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2025 I Class # | — | — | — | $8.4M | 13.5% | |
| Vanguard Institutional Index Inst. Shares # | — | — | — | $5.6M | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2030 I Class # | — | — | — | $5.0M | 8.1% | |
| Schwab Select Large Cap Growth # | — | — | — | $4.8M | 7.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2040 I Class # | — | — | — | $4.2M | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement I 2035 I Class # | — | — | — | $3.6M | 5.8% | |
| T. Rowe Price T. Rowe Price Retirement I 2045 I Class # | — | — | — | $3.4M | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2050 I Class # | — | — | — | $2.0M | 3.3% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 # | — | — | — | $1.9M | 3.1% | |
| Fidelity Investments Fidelity Small Cap Discovery # | — | — | — | $1.8M | 2.9% | |
| Fidelity Investments Fidelity Low Priced Stock Class K # | — | — | — | $1.8M | 2.8% | |
| Columbia Investments Columbia Dividend Income Fund I3 Shares # | — | — | — | $1.5M | 2.5% | |
| Vanguard Mid Cap Growth Investor Shares # | — | — | — | $1.4M | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2020 I Class # | — | — | — | $1.3M | 2.1% | |
| Metropolitan West Metropolitan West Total Return Bond Plan Class # | — | — | — | $1.2M | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement I 2055 I Class # | — | — | — | $1.1M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2010 I Class # | — | — | — | $743K | 1.2% | |
| * Notes receivable from Participant loans with varying maturity participants dates through September 2033, at interest rates ranging from 4.25% to 9.50% | OTHER | — | — | $552K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2015 I Class # | — | — | — | $548K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2060 I Class # | — | — | — | $524K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Shares # | — | — | — | $236K | 0.4% | |
| MFS Inv. Management MFS International New Discovery Class R6 # | — | — | — | $174K | 0.3% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund Z # | — | — | — | $145K | 0.2% | |
| Vanguard Total Intl. Stock Index Admiral Shares # | — | — | — | $133K | 0.2% | |
| American Funds American Funds American Balanced Class R6 # | Mutual Funds | — | — | $132K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2005 I Class # | — | — | — | $129K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2065 I Class # | — | — | — | $110K | 0.2% | |
| Vanguard High Yield Corporate Admiral Shares # | — | — | — | $33K | <0.1% | |
| Invesco Developing Markets # | — | — | — | $25K | <0.1% | |
| Cohen & Steers Cohen & Steers Realty Shares # | — | — | — | $11K | <0.1% | |
| Pimco Commodities Plus Inst. Strategy Inst. Class # | — | — | — | $5K | <0.1% |