Filings through .
3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$28K in admin expenses, $155 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 11 lines in all, holding $3.0M of the plan's $3.4M. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.9M | 97.4% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF State Street (SSgA) · ETF Index | $34K | 1.1% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $9K | 0.3% |
| BNY Mellon International Stock Fund Class I BNY · Mutual fund | $7K | 0.2% |
| United States Commodity Index Manager not matched · Mutual fund Index | $6K | 0.2% |
| Vanguard High Dividend Yield Index Fund Vanguard · ETF Index | $6K | 0.2% |
| Eaton Vance Short Duration High Income Fund Class I Morgan Stanley · Mutual fund | $5K | 0.2% |
| First Trust Preferred Sec Income ETF Manager not matched · Collective trust Index | $4K | 0.1% |
| Janus Henderson Multi-Sector Income Fund Class I Janus Henderson · Mutual fund | $3K | <0.1% |
| Guggenheim Total Return Bond Fund Institutional Class Guggenheim · Mutual fund | $2K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
SENTINEL BENEFITS GROUP, LLC4 years Filed as: SENTINEL BENEFITS GROUP Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 Recordkeeping | $27,168 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed October 19, 2021 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
6 filings · 2020 to 2025