Plan Ledger DOL Form 5500 · updated monthly

Sante Health Systems, Inc.401(k)

SANTE HEALTH SYSTEM RETIREMENT PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sante Health Systems, Inc. reported $32,680 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $767 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.

Across the 2 years on file its reported administrative ratio fell from 0.77% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,357th-largest of 9,483 plans among California employers on file, and the 2,449th of 11,911 in health care & social assistance. In 2024, employees put in $2.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,445,119
Participants with balances771
Active participants868
Employer contributions$665,486
Employee contributions$1,892,194
Employer contribution per active participant$767
Average account balance$45,973
Benefits paid to participants$3,070,755
Plan auditUnmodified (clean) audit opinion
AuditorBAERG & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 771 accts · $665K emplr
2023$31.8M · 787 accts · $681K emplr
2022$28.4M · 766 accts · $678K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,680
Total administrative$32,680
The Sante Health Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$767
Median for plans this size$2,416
2024$767 per active participant
2023$762 per active participant
2022$744 per active participant

Sante Health Systems, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NATIONAL BENEFIT SERVICES · Recordkeeping · Other services$16,825
NATIONWIDE · Recordkeeping · Other services$8,862
BRINKER CAPITAL INVESTMENTS · Investment management$6,993
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024NATIONAL BENEFIT SERVICES, Nationwide
2023NATIONAL BENEFIT SERVICES, Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,680 · 0.10%
2023$248,078 · 0.82%
2022$247,665 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · California
Covia Communities CA$36.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770382381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.