Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$133K in admin expenses, $278 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $73.6M of the plan's $75.4M. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $15.9M | 21.6% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $13.7M | 18.7% |
| 5E MFS Growth R4 MFS (Sun Life) · Mutual fund | $10.1M | 13.7% |
| Morley Stable Value Fund 25 BP Principal · Stable value Stable value | $6.8M | 9.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.9M | 5.3% |
| American Beacon Balanced Fund Y Class American Beacon (Resolute) · Mutual fund | $3.5M | 4.7% |
| John Hancock Discipl Ined Value Mid John Hancock (Manulife) · Mutual fund | $2.5M | 3.4% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $2.5M | 3.3% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $2.2M | 3.0% |
| PIMCO Real Return I2 Fund PIMCO (Allianz) · Mutual fund | $1.6M | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-4 | $1.6M |
| AddedMFS International Growth R5 | $1.1M |
| AddedBlackrock Strategic Income Opprtsi | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
12 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
SENTINEL BENEFITS GROUP, LLC11+ years Service code 15 · EIN 04-3015875 Recordkeeping | $75,475 |
SENTINEL PENSION ADVISORS11+ years Service code 26 · EIN 04-3422848 Advisory (Participants) | $66,615 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 Securities Custodian | $15,577 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed February 5, 2018 (most recent of 2 filings on file).
3 contacts
11 filings · 2015 to 2025