Plan Ledger DOL Form 5500 · updated monthly

Santafe Health Endowment, Inc.401(k)

SANTAFE HEALTH ENDOWMENT, INC. 401(K) RETIREMENT SAVINGS PLAN · GAINESVILLE, FL · plan year 2025

Reported admin expense ratio · 2025
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Santafe Health Endowment, Inc. reported $166,605 in plan administrative expenses for 2025: 0.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $23,660 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other management of companies employers. By assets it is the 628th-largest of 3,644 plans among Florida employers on file, and the 312th of 786 in management of companies. In 2025, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,225,670
Participants with balances481
Active participants14
Employer contributions$331,237
Employee contributions$474,888
Employer contribution per active participant$23,660
Average account balance$85,708
Benefits paid to participants$28,568,616
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$92,155
Investment management$74,450
Total administrative$166,605
The Santafe Health Endowment, Inc. 401(k) match · 2025
Employer contribution per active participant$23,660
Median for plans this size$4,093

Santafe Health Endowment, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
LINCOLN NATIONAL CORPORATION · Contract administrator$92,155
U.S. INSTITUTIONAL CORP. · Investment advisory (plan)$74,450

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2025$166,605 · 0.32%
Similar plansManagement of Companies · Florida
Brph Companies, Inc. FL$55.9M · 0.54%
Diploma Holdings, Inc FL$46.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331858227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.