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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $21,663 |
TAYLOR & MORGAN ASSET MANAGEMENT11+ years Service code 28 · EIN 27-3223635 | Investment Management | $15,316 |
5 funds of $250K or more; 11 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Sentinel Pension Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.3M | 36.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $855K | 23.4% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $618K | 16.9% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $446K | 12.2% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $161K | 4.4% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $76K | 2.1% |
| Nuveen Real Estate Securities Select Fund TIAA (Nuveen) · Mutual fund | $63K | 1.7% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $33K | 0.9% |
| High Yield Fund Institutional Class Principal · Mutual fund | $28K | 0.8% |
| Morley Stable Value Fund Principal · Stable value Stable value | $27K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.