Filings through .
Filed August 17, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $16,478 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVT INST OP CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $256 |
40 funds of $250K or more; 78 lines in all, holding $62.5M of the plan's $64.8M. From the 2025 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Fidelity Freedom, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.9M | 19.1% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $9.0M | 14.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $6.6M | 10.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 5.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 4.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $2.5M | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 3.9% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund | $2.4M | 3.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 3.1% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.7M | 2.7% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighInvesco International Small-Mid to DFA International Small Mid | $255K to $341K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.