Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$81K in admin expenses, $193 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 24 lines in all, holding $20.0M of the plan's $20.1M. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 34.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 11.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 10.7% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $1.5M | 7.4% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $1.4M | 7.1% |
| Alps | Smith Total Return Bond Fund Manager not matched · Mutual fund | $1.0M | 5.0% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $660K | 3.3% |
| Fidelity Conservative Income Bond Fund Fidelity (FMR) · Mutual fund | $575K | 2.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $457K | 2.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $444K | 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
14 more lines 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 04-3045875 Recordkeeping | $48,618 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 Advisory (Plan) | $32,833 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025