How big is Santen, Inc.'s plan?

Santen, Inc.'s plan reported $77.0M in assets and 189 participants for 2024.

Original filing (PDF)20251003161118NAL0002620464001

Santen, Inc.

Name: Santen, Inc. — Santen, Inc. 401(k) and Profit, Form 5500 (2024)
Creator: Santen, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Santen, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Santen, Inc.'s Santen, Inc. 401(k) and Profit Sharing Plan held $77.0M in plan assets for 189 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

189

Accounts w/ balance

404

Plan assets (EOY)

$77.0M

Net assets (EOY)

$77.0M

People on this filing

Urara Osako signed Santen, Inc.'s 2024 Form 5500 as plan administrator.

Urara Osako — 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

Santen, Inc.'s EIN is 68-0293837.

EIN 68-0293837

Plan number 001

Plan year 2024

ACK ID 20251003161118NAL0002620464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Santen, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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) — 57K (1% of contributions).

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

SANTEN, INC.

EIN

all filings

Address

2100 POWELL ST · SUITE 800 · EMERYVILLE, CA · 94608

Phone

(415) 268-9100

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

36 direct securities· $77.0M(100% of reported assets)

Mutual Funds

$53.2M

21 holdings

Other securities

$17.2M

13 holdings

Common Collective Trusts

$6.4M

1 holding

U.S. Treasuries

$157K

1 holding

					% of plan
American Funds Balanced Fund R4 Mutual Fund	Mutual Funds	—	—	$13.9M	18.0%
American Funds Growth Fund of America Fund R4 Mutual Fund	Mutual Funds	—	—	$12.9M	16.7%
Vanguard Total Stock Market Index Admiral Mutual Fund	Common Collective Trusts	—	—	$6.4M	8.3%
American New Perspect R-4 Mutual Fund	Other securities	—	—	$5.7M	7.3%
American Wash Mutual Investment 4 Mutual Fund	Other securities	—	—	$4.7M	6.1%
American Funds 2040 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$4.5M	5.8%
American Funds 2030 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$3.7M	4.8%
American Funds US Government Money Market R4 Money Market Fund	Mutual Funds	—	—	$2.9M	3.7%
American Funds 2035 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$2.7M	3.5%
American Fundmntl Invst-R4 Mutual Fund	Other securities	—	—	$2.3M	3.0%
American Funds 2045 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$2.1M	2.8%
American Smallcap World R-4 Mutual Fund	Other securities	—	—	$2.0M	2.6%
American Funds Europacific Growth Fund R4 Mutual Fund	Mutual Funds	—	—	$1.7M	2.3%
American Funds 2025 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$1.7M	2.2%
Vanguard Total International Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	1.7%
American Funds 2020 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$1.2M	1.6%
Metropolitan West Total Return Bond Mutual Fund	Other securities	—	—	$1.1M	1.5%
American Funds 2050 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$1.1M	1.5%
Vanguard Ext Market Index Admiral Mutual Fund	Mutual Funds	—	—	$862K	1.1%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$653K	0.8%
American Funds 2055 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$611K	0.8%
American Funds New World R4 Mutual Fund	Mutual Funds	—	—	$456K	0.6%
maturing through August 2039	Other securities	—	—	$408K	0.5%
BlackRock Inflation Protected Bond Inv Mutual Fund	Other securities	—	—	$339K	0.4%
American Funds 2060 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$290K	0.4%
Parnassus CoreEquity International Mutual Fund	Other securities	—	—	$230K	0.3%
American Funds New World Bond R4 Mutual Fund	Mutual Funds	—	—	$229K	0.3%
Parnassus Mid-Cap Growth Mutual Fund	Other securities	—	—	$212K	0.3%
American Funds 2010 Target Retirement Fund R4 Mutual Fund	Mutual Funds	—	—	$186K	0.2%
TIAA-CREF Core Impact Bond Advisor Mutual Fund	U.S. Treasuries	—	—	$157K	0.2%
American Funds 2065 Target Retirement R4 Mutual Fund	Mutual Funds	—	—	$112K	0.1%
Calvert Small-Cap ESG Mutual Fund	Other securities	—	—	$102K	0.1%
Calvert Balanced Mutual Fund	Other securities	—	—	$101K	0.1%
Pax International Sustainable Economy Mutual Fund	Other securities	—	—	$79K	0.1%
Oppenheimer International Bond Mutual Fund	Mutual Funds	—	—	$79K	0.1%
Calvert Emerging Markets Equity ESG Mutual Fund	Other securities	—	—	$16K	<0.1%