Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $7,130 |
8 funds of $250K or more; 33 lines in all, holding $5.7M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Sentry Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| S0/large Cap Index Account Sentry · Insurance contract Index | $758K | 13.3% |
| IH/2045 Target Retirement Account IV Sentry · Insurance contract | $636K | 11.1% |
| Ij/2055 Target Retirement Account IV Sentry · Insurance contract | $586K | 10.3% |
| If/2035 Target Retirement Account IV Sentry · Insurance contract | $456K | 8.0% |
| R0/total Stock Index Account Sentry · Insurance contract Index | $356K | 6.2% |
| Ig/2040 Target Retirement Account IV Sentry · Insurance contract | $315K | 5.5% |
| Ao/foreign Large Index Account Sentry · Insurance contract Index | $267K | 4.7% |
| Ik/2060 Target Retirement Account IV Sentry · Insurance contract | $258K | 4.5% |
| Guaranteed Fund, at contract value Sentry · Insurance contract | $231K | 4.0% |
| IB/2015 Target Retirement Account IV Sentry · Insurance contract | $230K | 4.0% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.