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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $27,024 |
SENTINEL BENEFITS GROUP, LLC4 years Service code 15 · EIN 04-3015875 | Recordkeeping | $21,160 |
9 funds of $250K or more; 18 lines in all, holding $10.6M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Jennison Growth Fund Class R6 Prudential (PGIM) · Mutual fund Possible retail class A | $3.1M | 29.5% |
| Wilminton Trust Retirement Manager not matched · Collective trust | $1.5M | 14.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.3M | 12.4% |
| Great Gray Trust Company SPA Aggressive Portfolio R6 Manager not matched · Collective trust | $1.2M | 11.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $704K | 6.6% |
| Great Gray Trust Company SPA Balanced Portfolio R6 Manager not matched · Collective trust | $656K | 6.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $508K | 4.8% |
| U.S. Large Cap Equity Portfolio Institutional Class Dimensional · Mutual fund | $475K | 4.5% |
| MFS International Diversification Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $347K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $263K | 2.5% |
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: 3 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.