Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $11,801 |
Service code 15 · EIN 04-3015875 | Recordkeeping | $6,793 |
15 funds of $250K or more; 17 lines in all, holding $12.3M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $8.8M | 71.0% |
| Nomura Large Cap Growth Fund Class R6 Manager not matched · Mutual fund | $916K | 7.4% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $442K | 3.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $360K | 2.9% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $279K | 2.3% |
| BlackRock Russell 2000 Index Fnd CL R BlackRock · Mutual fund Index | $276K | 2.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $268K | 2.2% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $224K | 1.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $163K | 1.3% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $150K | 1.2% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2040 Target Date Retirement Fund Class R-4 to American Funds 2040 Target Date Retirement Fund Class R-6 | $6.4M to $8.8M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.