Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $69,809 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,308 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,150 |
23 funds of $250K or more; 96 lines in all, holding $46.6M of the plan's $51.2M. From the 2025 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Fidelity Freedom, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $17.5M | 37.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $5.7M | 12.2% |
| PIMCO Short Assett Investmnet Instl PIMCO (Allianz) · Mutual fund | $2.2M | 4.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 4.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 4.3% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $1.6M | 3.4% |
| Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract | $1.3M | 2.7% |
| Fidelity Sel Semiconduct Fidelity (FMR) · Mutual fund | $997K | 2.1% |
| Blackrock Systematic Multi Strats Intl BlackRock · Mutual fund | $952K | 2.0% |
| GQG Partners Emerging Markets Equity Fund R6 Shares GQG Partners · Mutual fund | $941K | 2.0% |
Added 3 funds, dropped 5 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Global ex U.S. Index Fund | $5.7M |
| DroppedFidelity Global US Index Institutional Premium | $4.3M |
| Share class changeFidelity U.S. Bond Index Fund (Instl Premium) to Fidelity U.S. Bond Index Fund | $2.0M to $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.