Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS11+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $40,750 |
SENTINEL BENEFITS GROUP, LLC10+ years Service code 15 · EIN 04-3015875 | Recordkeeping | $25,795 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Securities Custodian | $6,065 |
13 funds of $250K or more; 23 lines in all, holding $27.5M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $7.0M | 25.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 16.8% |
| Morley Stable Value Fund Principal · Stable value Stable value | $2.2M | 8.2% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund | $2.2M | 7.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $2.1M | 7.8% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $1.9M | 6.8% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $1.2M | 4.4% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 4.4% |
| First Eagle Global Fund First Eagle · Mutual fund | $1.1M | 3.9% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $942K | 3.4% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeDFA Global Equity I Fund to Global Equity Portfolio - Institutional Class | $1.1M to $1.2M |
| DroppedEaton Vance Large-Cap Value Fund | $345K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.