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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,142 |
SENTINEL BENEFITS GROUP, LLC8 years Service code 15 · EIN 20-5916766 | Recordkeeping | $35,184 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,022 |
12 funds of $250K or more; 18 lines in all, holding $23.9M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.8M | 78.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 10.4% |
| Schwab Prime Advantage Money Fund Investor Shares Charles Schwab · Mutual fund | $842K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $687K | 2.9% |
| DFA US Small Cap Value Portfolio Intl Dimensional · Mutual fund | $218K | 0.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $196K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $119K | 0.5% |
| MFS International Growth Fund R4 MFS (Sun Life) · Mutual fund | $109K | 0.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $93K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $61K | 0.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.