SANTE HEALTH SYSTEM RETIREMENT PLAN

Plan Contact

  • Address: 7370 NORTH PALM AVENUE, SUITE 101,FRESNO,CA
  • Contact person: FIDUCIARY SERVICES
  • Phone: (559) 228-5451

Plan General Information

SANTE HEALTH SYSTEM RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SANTE HEALTH SYSTEM RETIREMENT PLAN is $31,937,046.00.This plan was established in 1995.

SANTE HEALTH SYSTEM RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SANTE HEALTH SYSTEM RETIREMENT PLAN is 1223

SANTE HEALTH SYSTEM RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SANTE HEALTH SYSTEM RETIREMENT PLAN is $26,113.00

SANTE HEALTH SYSTEM RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SANTE HEALTH SYSTEM RETIREMENT PLAN is $1,712.00.

SANTE HEALTH SYSTEM RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SANTE HEALTH SYSTEM RETIREMENT PLAN is approximately $556.00
Investing in this additonal $556.00 for 20 years would give you extra $35,637.00, assuming a 10% annual return.

SANTE HEALTH SYSTEM RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SANTE HEALTH SYSTEM RETIREMENT PLAN allocates $681,002.00 to match its employees' contributions, providing an employer match rate of 33.84% of their contributions

SANTE HEALTH SYSTEM RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SANTE HEALTH SYSTEM RETIREMENT PLAN is 12.16%.

SANTE HEALTH SYSTEM RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SANTE HEALTH SYSTEM RETIREMENT PLAN is 16.66%. This measures the effectiveness of the plan participants' investments in the year.

SANTE HEALTH SYSTEM RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SANTE HEALTH SYSTEM RETIREMENT PLAN is 0.78%.

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