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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL BENEFITS GROUP, LLC5 years Filed as: SENTINEL PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $17,195 |
SENTINEL BENEFITS GROUP, LLC11+ years Service code 15 · EIN 04-3015875 | Recordkeeping | $12,557 |
7 funds of $250K or more; 11 lines in all, holding $6.0M of the plan's $6.5M. From the 2024 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Fidelity Freedom, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $3.0M | 49.9% |
| Fidelity Advisor Growth Oppty Cl I Fidelity (FMR) · Mutual fund | $1.8M | 29.7% |
| MetLife Stable Value Solutions MetLife · Stable value Stable value | $502K | 8.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $423K | 7.1% |
| Cash Surrender Value Manager not matched · Insurance contract | $106K | 1.8% |
| Massmutual Premier Small Cap Oppty I MassMutual · Mutual fund | $82K | 1.4% |
| Allspring Spec SM Cap Val Inst Allspring · Mutual fund | $64K | 1.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 0.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $6K | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.