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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $93,544 |
FIRST STATE TRUST COMPANY10+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $19,369 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $18,500 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 170 NORTH RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Accounting | $12,000 |
20 funds of $250K or more; 25 lines in all, holding $20.1M of the plan's $21.2M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 8.2% |
| Guggenheim Total Return Bond Fund Institutional Class Guggenheim · Mutual fund | $1.6M | 8.1% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 8.1% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $1.6M | 8.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 6.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 5.6% |
| Boston Partners All-Cap Value Fund Boston Partners · Mutual fund | $1.1M | 5.6% |
| First Eagle Global Fund First Eagle · Mutual fund | $1.0M | 5.2% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $1.0M | 5.0% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 5.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel Schley, Ea Sentinel Benefits Group, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.