Sante Health System Retirement Plan
Sponsored by Sante Health Systems, Inc. · EIN 770382381 · Plan #001
- Total assets
- $35.5M
- Net assets
- $35.4M
- Active participants
- 868
- With balances
- 771
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Benefit Services | Recordkeeping, Recordkeeping fees, Other fees | $16,825 |
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $8,862 |
| Brinker Capital Investments | Investment management, Other fees | $6,993 |
| Cambridge Investment Research | Investment advisory (participants), Investment advisory (plan) | $0 |